Able Wealth Management’s Hershey HSY Stock Holding History

Able Wealth Management’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,265	Closed	-$246K	–	86
2024 Q1	$246K	Buy	1,265 +65	+5%	+$12.5K	0.21%	75
2023 Q4	$224K	Buy	+1,200	New	+$227K	0.2%	70

Other funds holding HSY

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Able Wealth Management's HSY Position: Q2 2024 in Review

Able Wealth Management sold out of Hershey (HSY) in Q2 2024, closing a stake of 1,265 shares — an estimated $246K sold.

Able Wealth Management first reported a position in HSY in Q4 2023 and held it in 2 quarters. The position peaked at $246K in Q1 2024. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

Able Wealth Management reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
Able Wealth Management sold 1,265 Hershey shares in Q2 2024, an estimated $246K.
Able Wealth Management first reported a position in Hershey in Q4 2023 and held it in 2 quarters.
Able Wealth Management's Hershey position peaked at $246K in Q1 2024.
1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Able Wealth Management's 13F filing for Q2 2024, filed 1 Nov 2024.