WFA
HES

Wellspring Financial Advisors’s Hess HES Stock Holding History

Wellspring Financial Advisors’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,142
Closed -$291K – 160
2024
Q3 		$291K Buy
+2,142
New +$298K 0.03% 114

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wellspring Financial Advisors's HES Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of Hess (HES) in Q4 2024, closing a stake of 2,142 shares — an estimated $291K sold.

Wellspring Financial Advisors first reported a position in HES in Q3 2024 and held it in 1 quarter. The position peaked at $291K in Q3 2024. 870 funds tracked by Wall St. Rank hold HES as of Q4 2024.

  • Wellspring Financial Advisors reported no remaining Hess position as of Q4 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,142 Hess shares in Q4 2024, an estimated $291K.
  • Wellspring Financial Advisors first reported a position in Hess in Q3 2024 and held it in 1 quarter.
  • Wellspring Financial Advisors's Hess position peaked at $291K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Hess as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.