Acorn Wealth Advisors’s Hershey HSY Stock Holding History

Acorn Wealth Advisors’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 Q3	–	Sell	-863	Closed	-$215K	–	187
2023 Q2	$215K	Buy	863 +3	+0.3%	+$787	0.15%	161
2023 Q1	$219K	Buy	+860	New	+$202K	0.16%	152
2018 Q2	–	Sell	-7	Closed	-$1K	–	645
2018 Q1	$1K	Hold	7	–	–	﹤0.01%	795
2017 Q4	$1K	Buy	+7	New	+$770	﹤0.01%	763

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

HTC

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

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

Acorn Wealth Advisors's HSY Position: Q3 2023 in Review

Acorn Wealth Advisors sold out of Hershey (HSY) in Q3 2023, closing a stake of 863 shares — an estimated $215K sold.

Acorn Wealth Advisors first reported a position in HSY in Q4 2017 and held it in 4 quarters. The position peaked at $219K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Acorn Wealth Advisors reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Acorn Wealth Advisors sold 863 Hershey shares in Q3 2023, an estimated $215K.
Acorn Wealth Advisors first reported a position in Hershey in Q4 2017 and held it in 4 quarters.
Acorn Wealth Advisors's Hershey position peaked at $219K in Q1 2023.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Acorn Wealth Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.