Accel Wealth Management’s Hershey HSY Stock Holding History

Accel 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
2023 Q2	–	Sell	-14	Closed	-$3.56K	–	476
2023 Q1	$3.56K	Hold	14	–	–	﹤0.01%	1044
2022 Q4	$3.23K	Hold	14	–	–	﹤0.01%	860
2022 Q3	$3K	Hold	14	–	–	﹤0.01%	894
2022 Q2	$3K	Hold	14	–	–	﹤0.01%	854
2022 Q1	$3K	Hold	14	–	–	﹤0.01%	852
2021 Q4	$3K	Buy	+14	New	+$2.54K	﹤0.01%	859
2021 Q3	–	Sell	-14	Closed	-$2K	–	849
2021 Q2	$2K	Buy	14 +1	+8%	+$168	﹤0.01%	857
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	826
2020 Q4	$2K	Buy	+13	New	+$1.92K	﹤0.01%	785

Other funds holding HSY

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HTC

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accel Wealth Management's HSY Position: Q2 2023 in Review

Accel Wealth Management sold out of Hershey (HSY) in Q2 2023, closing a stake of 14 shares — an estimated $3.56K sold.

Accel Wealth Management first reported a position in HSY in Q4 2020 and held it in 9 quarters. The position peaked at $3.56K in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

Accel Wealth Management reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 14 Hershey shares in Q2 2023, an estimated $3.56K.
Accel Wealth Management first reported a position in Hershey in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's Hershey position peaked at $3.56K in Q1 2023.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.