BWA
HSY icon

BDO Wealth Advisors’s Hershey HSY Stock Holding History

BDO Wealth 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
2022
Q1 		– Sell
-74
Closed -$14K – 1088
2021
Q4 		$14K Buy
+74
New +$13.4K ﹤0.01% 685
2020
Q3 		– Sell
-112
Closed -$15K – 907
2020
Q2 		$15K Sell
112
-120
-52% -$16.1K ﹤0.01% 455
2020
Q1 		$31K Buy
+232
New +$34.2K 0.01% 388

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BDO Wealth Advisors's HSY Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Hershey (HSY) in Q1 2022, closing a stake of 74 shares — an estimated $14K sold.

BDO Wealth Advisors first reported a position in HSY in Q1 2020 and held it in 3 quarters. The position peaked at $31K in Q1 2020. 1,191 funds tracked by Wall St. Rank hold HSY as of Q1 2022.

  • BDO Wealth Advisors reported no remaining Hershey position as of Q1 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 74 Hershey shares in Q1 2022, an estimated $14K.
  • BDO Wealth Advisors first reported a position in Hershey in Q1 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Hershey position peaked at $31K in Q1 2020.
  • 1,191 funds tracked by Wall St. Rank held Hershey as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.