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Baldwin Wealth Partners’s Hershey HSY Stock Holding History

Baldwin Wealth Partners’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
-75
Closed -$14.4K – 589
2024
Q3 		$14.4K Hold
75
– – ﹤0.01% 743
2024
Q2 		$13.8K Hold
75
– – ﹤0.01% 508
2024
Q1 		$14.6K Hold
75
– – ﹤0.01% 523
2023
Q4 		$14K Sell
75
-25
-25% -$4.74K ﹤0.01% 543
2023
Q3 		$20K Hold
100
– – ﹤0.01% 510
2023
Q2 		$25K Hold
100
– – ﹤0.01% 510
2023
Q1 		$25.4K Hold
100
– – ﹤0.01% 520
2022
Q4 		$23.2K Buy
+100
New +$23.1K ﹤0.01% 518
2016
Q4 		– Sell
-100
Closed -$10K – 522
2016
Q3 		$10K Hold
100
– – ﹤0.01% 450
2016
Q2 		$11K Hold
100
– – ﹤0.01% 389
2016
Q1 		$9K Buy
+100
New +$8.92K ﹤0.01% 421

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 $5.7T 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 $1.47T 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 $528B AUM 27.57% 1-Year Est. Return