Bromfield Sneider Wealth Advisors’s Hershey HSY Stock Holding History

Bromfield Sneider 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
2024 Q1	$11.7K	Hold	60	–	–	0.01%	102
2023 Q4	$11.2K	Hold	60	–	–	0.01%	98
2023 Q3	$12K	Sell	60 -105	-64%	-$23.5K	0.01%	94
2023 Q2	$41.2K	Hold	165	–	–	0.03%	74
2023 Q1	$42K	Hold	165	–	–	0.04%	69
2022 Q4	$38.2K	Hold	165	–	–	0.04%	70
2022 Q3	$36K	Hold	165	–	–	0.04%	64
2022 Q2	$36K	Hold	165	–	–	0.04%	67
2022 Q1	$36K	Buy	+165	New	+$33.5K	0.04%	78

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 $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's HSY Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Hershey (HSY) position steady in Q1 2024 at 60 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #102.

Bromfield Sneider Wealth Advisors first reported a position in HSY in Q1 2022 and has held it in 9 quarters since. The position peaked at $42K in Q1 2023. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Bromfield Sneider Wealth Advisors held 60 shares of Hershey worth $11.7K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Hershey share count unchanged in Q1 2024.
Hershey made up 0.01% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #102 holding.
Bromfield Sneider Wealth Advisors first reported a position in Hershey in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Hershey position peaked at $42K in Q1 2023.
1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.