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Atlas Private Wealth Advisors’s Hershey HSY Stock Holding History

Atlas Private 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
2024
Q1 		– Sell
-1,724
Closed -$321K – 131
2023
Q4 		$321K Buy
1,724
+84
+5% +$15.9K 0.06% 116
2023
Q3 		$328K Buy
1,640
+10
+0.6% +$2.24K 0.06% 138
2023
Q2 		$407K Buy
+1,630
New +$428K 0.08% 122
2021
Q4 		– Sell
-6
Closed -$1K – 388
2021
Q3 		$1K Hold
6
– – ﹤0.01% 712
2021
Q2 		$1K Hold
6
– – ﹤0.01% 735
2021
Q1 		$1K Hold
6
– – ﹤0.01% 813
2020
Q4 		$1K Hold
6
– – ﹤0.01% 716
2020
Q3 		$1K Hold
6
– – ﹤0.01% 631
2020
Q2 		$1K Buy
+6
New +$807 ﹤0.01% 661

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Atlas Private Wealth Advisors's HSY Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,724 shares — an estimated $321K sold.

Atlas Private Wealth Advisors first reported a position in HSY in Q2 2020 and held it in 9 quarters. The position peaked at $407K in Q2 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Atlas Private Wealth Advisors reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,724 Hershey shares in Q1 2024, an estimated $321K.
  • Atlas Private Wealth Advisors first reported a position in Hershey in Q2 2020 and held it in 9 quarters.
  • Atlas Private Wealth Advisors's Hershey position peaked at $407K in Q2 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.