BKM Wealth Management’s Hershey HSY Stock Holding History

BKM 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
2024 Q1	–	Sell	-112	Closed	-$20.9K	–	344
2023 Q4	$20.9K	Buy	+112	New	+$21.2K	0.01%	375

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

BKM Wealth Management's HSY Position: Q1 2024 in Review

BKM Wealth Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 112 shares — an estimated $20.9K sold.

BKM Wealth Management first reported a position in HSY in Q4 2023 and held it in 1 quarter. The position peaked at $20.9K in Q4 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

BKM Wealth Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 112 Hershey shares in Q1 2024, an estimated $20.9K.
BKM Wealth Management first reported a position in Hershey in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Hershey position peaked at $20.9K in Q4 2023.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.