AWP
HSY icon

Ascent Wealth Partners’s Hershey HSY Stock Holding History

Ascent Wealth Partners’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
2018
Q1 		– Sell
-24,946
Closed -$2.83M – 124
2017
Q4 		$2.83M Sell
24,946
-795
-3% -$87.5K 1.05% 38
2017
Q3 		$2.81M Buy
25,741
+300
+1% +$32K 1.13% 35
2017
Q2 		$2.73M Buy
25,441
+275
+1% +$30.3K 1.18% 34
2017
Q1 		$2.75M Buy
25,166
+215
+0.9% +$23.1K 1.24% 34
2016
Q4 		$2.58M Sell
24,951
-81
-0.3% -$8K 1.27% 32
2016
Q3 		$2.39M Buy
25,032
+1,230
+5% +$130K 1.21% 35
2016
Q2 		$2.7M Sell
23,802
-18
-0.1% -$1.69K 1.4% 29
2016
Q1 		$2.19M Buy
23,820
+2,560
+12% +$228K 1.18% 39
2015
Q4 		$1.9M Sell
21,260
-1,730
-8% -$155K 1.06% 40
2015
Q3 		$2.11M Buy
22,990
+310
+1% +$28.2K 1.26% 36
2015
Q2 		$2.01M Buy
+22,680
New +$2.14M 1.11% 39

Other funds holding HSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return