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Avestar Capital’s Hershey HSY Stock Holding History

Avestar Capital’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
Q4 		– Sell
-1,175
Closed -$225K – 532
2024
Q3 		$225K Buy
1,175
+67
+6% +$13K 0.02% 420
2024
Q2 		$204K Sell
1,108
-980
-47% -$190K 0.02% 418
2024
Q1 		$406K Buy
2,088
+496
+31% +$95.7K 0.04% 268
2023
Q4 		$297K Buy
1,592
+19
+1% +$3.6K 0.03% 296
2023
Q3 		$315K Sell
1,573
-60
-4% -$13.4K 0.04% 237
2023
Q2 		$408K Sell
1,633
-12
-0.7% -$3.15K 0.07% 175
2023
Q1 		$419K Buy
1,645
+84
+5% +$19.7K 0.07% 166
2022
Q4 		$361K Sell
1,561
-43
-3% -$9.91K 0.07% 179
2022
Q3 		$354K Buy
1,604
+73
+5% +$16.4K 0.09% 162
2022
Q2 		$329K Buy
1,531
+98
+7% +$21.4K 0.08% 189
2022
Q1 		$310K Sell
1,433
-44
-3% -$8.94K 0.05% 305
2021
Q4 		$286K Buy
1,477
+116
+9% +$21K 0.04% 346
2021
Q3 		$230K Buy
1,361
+27
+2% +$4.77K 0.03% 401
2021
Q2 		$232K Buy
+1,334
New +$225K 0.03% 387
2019
Q3 		– Sell
-4
Closed – – 464
2019
Q2 		$0 Hold
4
– – ﹤0.01% 904
2019
Q1 		$0 Hold
4
– – ﹤0.01% 901
2018
Q4 		$0 Buy
+4
New +$425 ﹤0.01% 900
2018
Q2 		– Sell
-4
Closed – – 930
2018
Q1 		$0 Buy
+4
New +$413 ﹤0.01% 877

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avestar Capital's HSY Position: Q4 2024 in Review

Avestar Capital sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,175 shares — an estimated $225K sold.

Avestar Capital first reported a position in HSY in Q1 2018 and held it in 18 quarters. The position peaked at $419K in Q1 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Avestar Capital reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Avestar Capital sold 1,175 Hershey shares in Q4 2024, an estimated $225K.
  • Avestar Capital first reported a position in Hershey in Q1 2018 and held it in 18 quarters.
  • Avestar Capital's Hershey position peaked at $419K in Q1 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Avestar Capital's 13F filing for Q4 2024, filed 29 Jan 2025.