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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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Baldwin Wealth Partners's HSY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Hershey (HSY) in Q4 2024, closing a stake of 75 shares — an estimated $14.4K sold.

Baldwin Wealth Partners first reported a position in HSY in Q1 2016 and held it in 11 quarters. The position peaked at $25.4K in Q1 2023. 1,345 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 75 Hershey shares in Q4 2024, an estimated $14.4K.
  • Baldwin Wealth Partners first reported a position in Hershey in Q1 2016 and held it in 11 quarters.
  • Baldwin Wealth Partners's Hershey position peaked at $25.4K in Q1 2023.
  • 1,345 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.