Beacon Harbor Wealth Advisors’s Hershey HSY Stock Holding History

Beacon Harbor 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 Q2	–	Sell	-21,020	Closed	-$4.55M	–	72
2022 Q1	$4.55M	Buy	+21,020	New	+$4.27M	1.49%	31

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Harbor Wealth Advisors's HSY Position: Q2 2022 in Review

Beacon Harbor Wealth Advisors sold out of Hershey (HSY) in Q2 2022, closing a stake of 21,020 shares — an estimated $4.55M sold.

Beacon Harbor Wealth Advisors first reported a position in HSY in Q1 2022 and held it in 1 quarter. The position peaked at $4.55M in Q1 2022. 1,211 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

Beacon Harbor Wealth Advisors reported no remaining Hershey position as of Q2 2022 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 21,020 Hershey shares in Q2 2022, an estimated $4.55M.
Beacon Harbor Wealth Advisors first reported a position in Hershey in Q1 2022 and held it in 1 quarter.
Beacon Harbor Wealth Advisors's Hershey position peaked at $4.55M in Q1 2022.
1,211 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.