BCS Wealth Management’s Hershey HSY Stock Holding History

BCS 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 Q3	–	Sell	-1,039	Closed	-$224K	–	185
2022 Q2	$224K	Sell	1,039 -325	-24%	-$70.8K	0.1%	161
2022 Q1	$295K	Sell	1,364 -275	-17%	-$55.9K	0.12%	151
2021 Q4	$317K	Buy	1,639 +275	+20%	+$49.8K	0.11%	155
2021 Q3	$231K	Hold	1,364	–	–	0.1%	156
2021 Q2	$238K	Hold	1,364	–	–	0.13%	140
2021 Q1	$216K	Hold	1,364	–	–	0.1%	147
2020 Q4	$208K	Buy	+1,364	New	+$202K	0.11%	138
2020 Q1	–	Sell	-1,364	Closed	-$200K	–	114
2019 Q4	$200K	Buy	+1,364	New	+$202K	0.13%	110

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCS Wealth Management's HSY Position: Q3 2022 in Review

BCS Wealth Management sold out of Hershey (HSY) in Q3 2022, closing a stake of 1,039 shares — an estimated $224K sold.

BCS Wealth Management first reported a position in HSY in Q4 2019 and held it in 8 quarters. The position peaked at $317K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

BCS Wealth Management reported no remaining Hershey position as of Q3 2022 after selling out during the quarter.
BCS Wealth Management sold 1,039 Hershey shares in Q3 2022, an estimated $224K.
BCS Wealth Management first reported a position in Hershey in Q4 2019 and held it in 8 quarters.
BCS Wealth Management's Hershey position peaked at $317K in Q4 2021.
1,227 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on BCS Wealth Management's 13F filing for Q3 2022, filed 7 Oct 2022.