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BBJS Financial Advisors’s Hershey HSY Stock Holding History

BBJS Financial Advisors’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
Q3 		$9.71K Buy
51
+1
+2% +$194 ﹤0.01% 113
2024
Q2 		$9.27K Sell
50
-25
-33% -$4.84K ﹤0.01% 129
2024
Q1 		$14.6K Sell
75
-10
-12% -$1.93K 0.01% 88
2023
Q4 		$15.8K Buy
+85
New +$16.1K 0.01% 84

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

BBJS Financial Advisors's HSY Position: Q3 2024 in Review

BBJS Financial Advisors increased its Hershey (HSY) stake by 2% in Q3 2024, buying an estimated $194 and bringing the position to 51 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

BBJS Financial Advisors first reported a position in HSY in Q4 2023 and has held it in 4 quarters since. The position peaked at $15.8K in Q4 2023. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • BBJS Financial Advisors held 51 shares of Hershey worth $9.71K as of Q3 2024.
  • BBJS Financial Advisors bought 1 Hershey share in Q3 2024, an estimated $194.
  • Hershey made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #113 holding.
  • BBJS Financial Advisors first reported a position in Hershey in Q4 2023 and has held it in 4 quarters since.
  • BBJS Financial Advisors's Hershey position peaked at $15.8K in Q4 2023.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.