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Altium Wealth Management’s Hershey HSY Stock Holding History

Altium 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
2022
Q2 		$225K Buy
1,046
+6
+0.6% +$1.31K 0.02% 336
2022
Q1 		$225K Buy
+1,040
New +$211K 0.01% 348

Other funds holding HSY

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's HSY Position: Q2 2022 in Review

Altium Wealth Management increased its Hershey (HSY) stake by 0.58% in Q2 2022, buying an estimated $1.31K and bringing the position to 1,046 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #336.

Altium Wealth Management first reported a position in HSY in Q1 2022 and has held it in 2 quarters since. 1,210 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • Altium Wealth Management held 1,046 shares of Hershey worth $225K as of Q2 2022.
  • Altium Wealth Management bought 6 Hershey shares in Q2 2022, an estimated $1.31K.
  • Hershey made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #336 holding.
  • Altium Wealth Management first reported a position in Hershey in Q1 2022 and has held it in 2 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.