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Broadway Wealth Solutions’s Hershey HSY Stock Holding History

Broadway Wealth Solutions’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
2025
Q1 		– Sell
-1,887
Closed -$320K – 92
2024
Q4 		$320K Buy
+1,887
New +$338K 0.24% 48

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Broadway Wealth Solutions's HSY Position: Q1 2025 in Review

Broadway Wealth Solutions sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,887 shares — an estimated $320K sold.

Broadway Wealth Solutions first reported a position in HSY in Q4 2024 and held it in 1 quarter. The position peaked at $320K in Q4 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Broadway Wealth Solutions reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Broadway Wealth Solutions sold 1,887 Hershey shares in Q1 2025, an estimated $320K.
  • Broadway Wealth Solutions first reported a position in Hershey in Q4 2024 and held it in 1 quarter.
  • Broadway Wealth Solutions's Hershey position peaked at $320K in Q4 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Broadway Wealth Solutions's 13F filing for Q1 2025, filed 14 Apr 2025.