Baker Tilly Wealth Management’s Hershey HSY Stock Holding History

Baker Tilly 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
2024 Q4	–	Sell	-1,108	Closed	-$212K	–	243
2024 Q3	$212K	Sell	1,108 -24	-2%	-$4.67K	0.09%	225
2024 Q2	$208K	Sell	1,132 -1,253	-53%	-$242K	0.09%	265
2024 Q1	$464K	Buy	+2,385	New	+$460K	0.08%	271
2023 Q3	–	Sell	-923	Closed	-$230K	–	506
2023 Q2	$230K	Sell	923 -18	-2%	-$4.72K	0.02%	503
2023 Q1	$239K	Buy	941 +30	+3%	+$7.05K	0.03%	489
2022 Q4	$211K	Sell	911 -121	-12%	-$27.9K	0.03%	500
2022 Q3	$228K	Buy	1,032 +86	+9%	+$19.3K	0.03%	455
2022 Q2	$204K	Buy	946 +10	+1%	+$2.18K	0.03%	469
2022 Q1	$203K	Buy	+936	New	+$190K	0.02%	495

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baker Tilly Wealth Management's HSY Position: Q4 2024 in Review

Baker Tilly Wealth Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,108 shares — an estimated $212K sold.

Baker Tilly Wealth Management first reported a position in HSY in Q1 2022 and held it in 9 quarters. The position peaked at $464K in Q1 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Baker Tilly Wealth Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,108 Hershey shares in Q4 2024, an estimated $212K.
Baker Tilly Wealth Management first reported a position in Hershey in Q1 2022 and held it in 9 quarters.
Baker Tilly Wealth Management's Hershey position peaked at $464K in Q1 2024.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.