AWA
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ARS Wealth Advisors’s Hershey HSY Stock Holding History

ARS 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
2021
Q2 		$521K Hold
2,989
– – 0.09% 81
2021
Q1 		$473K Hold
2,989
– – 0.1% 75
2020
Q4 		$455K Sell
2,989
-25
-0.8% -$3.7K 0.1% 78
2020
Q3 		$432K Buy
3,014
+25
+0.8% +$3.54K 0.12% 66
2020
Q2 		$387K Hold
2,989
– – 0.12% 66
2020
Q1 		$396K Hold
2,989
– – 0.17% 60
2019
Q4 		$439K Hold
2,989
– – 0.13% 69
2019
Q3 		$463K Buy
2,989
+50
+2% +$7.55K 0.15% 65
2019
Q2 		$394K Buy
+2,939
New +$373K 0.13% 69

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ARS Wealth Advisors's HSY Position: Q2 2021 in Review

ARS Wealth Advisors held its Hershey (HSY) position steady in Q2 2021 at 2,989 shares worth $521K. The position accounts for 0.09% of the portfolio, ranked #81.

ARS Wealth Advisors first reported a position in HSY in Q2 2019 and has held it in 9 quarters since. 1,035 funds tracked by Wall St. Rank hold HSY as of Q2 2021.

  • ARS Wealth Advisors held 2,989 shares of Hershey worth $521K as of Q2 2021.
  • ARS Wealth Advisors left its Hershey share count unchanged in Q2 2021.
  • Hershey made up 0.09% of ARS Wealth Advisors's portfolio in Q2 2021, its #81 holding.
  • ARS Wealth Advisors first reported a position in Hershey in Q2 2019 and has held it in 9 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Hershey as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.