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B. Riley Wealth Management’s Hershey HSY Stock Holding History

B. Riley 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
2022
Q2 		$443 Buy
2,057
+24
+1% +$5.23K ﹤0.01% 440
2022
Q1 		$440K Hold
2,033
– – 0.03% 359
2021
Q4 		$393K Hold
2,033
– – 0.03% 402
2021
Q3 		$344K Buy
+2,033
New +$359K 0.03% 420
2020
Q3 		– Sell
-2,033
Closed -$264K – 457
2020
Q2 		$264K Sell
2,033
-235
-10% -$31.6K 0.03% 323
2020
Q1 		$301K Buy
2,268
+113
+5% +$16.7K 0.03% 356
2019
Q4 		$317K Sell
2,155
-216
-9% -$32K 0.05% 283
2019
Q3 		$367K Buy
+2,371
New +$358K 0.06% 248
2015
Q3 		– Sell
-565
Closed -$50K – 404
2015
Q2 		$50K Sell
565
-102
-15% -$9.62K 0.04% 403
2015
Q1 		$67K Buy
667
+2
+0.3% +$209 0.05% 362
2014
Q4 		$69K Buy
665
+275
+71% +$26.8K 0.06% 334
2014
Q3 		$37K Hold
390
– – 0.03% 470
2014
Q2 		$37K Buy
390
+15
+4% +$1.47K 0.02% 526
2014
Q1 		$39K Buy
+375
New +$38.4K 0.03% 490

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return