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Atlas Private Wealth Management’s Hershey HSY Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-160
Closed -$25K – 221
2021
Q1 		$25K Hold
160
– – 0.02% 244
2020
Q4 		$24K Buy
+160
New +$23.7K 0.02% 249

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Private Wealth Management's HSY Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Hershey (HSY) in Q2 2021, closing a stake of 160 shares — an estimated $25K sold.

Atlas Private Wealth Management first reported a position in HSY in Q4 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 1,034 funds tracked by Wall St. Rank hold HSY as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Hershey position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 160 Hershey shares in Q2 2021, an estimated $25K.
  • Atlas Private Wealth Management first reported a position in Hershey in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Management's Hershey position peaked at $25K in Q1 2021.
  • 1,034 funds tracked by Wall St. Rank held Hershey as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.