Brewin Dolphin Wealth Management’s Hershey HSY Stock Holding History

Brewin Dolphin 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 Q2	$65K	Hold	300	–	–	0.01%	173
2022 Q1	$65K	Hold	300	–	–	0.01%	185
2021 Q4	$58K	Hold	300	–	–	0.01%	188
2021 Q3	$50.8K	Hold	300	–	–	0.01%	192
2021 Q2	$52.3K	Hold	300	–	–	0.01%	188
2021 Q1	$47.4K	Hold	300	–	–	0.01%	181
2020 Q4	$45.7K	Hold	300	–	–	0.01%	167
2020 Q3	$43K	Hold	300	–	–	0.01%	171
2020 Q2	$38.9K	Hold	300	–	–	0.01%	169
2020 Q1	$39.8K	Hold	300	–	–	0.02%	116
2019 Q4	$44.1K	Hold	300	–	–	0.02%	122
2019 Q3	$46.5K	Hold	300	–	–	0.02%	112
2019 Q2	$40.2K	Hold	300	–	–	0.02%	120
2019 Q1	$34.4K	Hold	300	–	–	0.02%	122
2018 Q4	$32.2K	Sell	300 -1,000	-77%	-$106K	0.02%	118
2018 Q3	$133K	Hold	1,300	–	–	0.07%	88
2018 Q2	$121K	Hold	1,300	–	–	0.07%	87
2018 Q1	$129K	Hold	1,300	–	–	0.08%	85
2017 Q4	$148K	Hold	1,300	–	–	0.09%	77
2017 Q3	$142K	Buy	+1,300	New	+$138K	0.1%	72

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Brewin Dolphin Wealth Management's HSY Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Hershey (HSY) position steady in Q2 2022 at 300 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #173.

Brewin Dolphin Wealth Management first reported a position in HSY in Q3 2017 and has held it in 20 quarters since. The position peaked at $148K in Q4 2017. 1,210 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

Brewin Dolphin Wealth Management held 300 shares of Hershey worth $65K as of Q2 2022.
Brewin Dolphin Wealth Management left its Hershey share count unchanged in Q2 2022.
Hershey made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #173 holding.
Brewin Dolphin Wealth Management first reported a position in Hershey in Q3 2017 and has held it in 20 quarters since.
Brewin Dolphin Wealth Management's Hershey position peaked at $148K in Q4 2017.
1,210 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.