Wipfli Financial Advisors’s Hess HES Stock Holding History

Wipfli 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
2022 Q3	$191K	Buy	+1,757	New	+$195K	0.01%	467

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's HES Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Hess (HES) in Q3 2022: 1,757 shares worth $191K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings.

635 funds tracked by Wall St. Rank hold HES as of Q3 2022.

Wipfli Financial Advisors held 1,757 shares of Hess worth $191K as of Q3 2022.
Hess was a new Wipfli Financial Advisors position in Q3 2022.
Hess made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #467 holding.
635 funds tracked by Wall St. Rank held Hess as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.