Burt Wealth Advisors’s Hershey HSY Stock Holding History

Burt 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
2021 Q1	–	Sell	-100	Closed	-$15K	–	206
2020 Q4	$15K	Hold	100	–	–	0.01%	262
2020 Q3	$14K	Hold	100	–	–	0.01%	261
2020 Q2	$13K	Hold	100	–	–	0.01%	253
2020 Q1	$13K	Hold	100	–	–	0.01%	252
2019 Q4	$15K	Hold	100	–	–	0.01%	257
2019 Q3	$15K	Hold	100	–	–	0.01%	258
2019 Q2	$13K	Hold	100	–	–	0.01%	262
2019 Q1	$11K	Hold	100	–	–	0.01%	267
2018 Q4	$11K	Hold	100	–	–	0.01%	271
2018 Q3	$10K	Buy	+100	New	+$9.88K	﹤0.01%	295

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burt Wealth Advisors's HSY Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Hershey (HSY) in Q1 2021, closing a stake of 100 shares — an estimated $15K sold.

Burt Wealth Advisors first reported a position in HSY in Q3 2018 and held it in 10 quarters. The position peaked at $15K in Q4 2020. 1,003 funds tracked by Wall St. Rank hold HSY as of Q1 2021.

Burt Wealth Advisors reported no remaining Hershey position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 100 Hershey shares in Q1 2021, an estimated $15K.
Burt Wealth Advisors first reported a position in Hershey in Q3 2018 and held it in 10 quarters.
Burt Wealth Advisors's Hershey position peaked at $15K in Q4 2020.
1,003 funds tracked by Wall St. Rank held Hershey as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.