Capital Asset Advisory Services’s Hershey HSY Stock Holding History

Capital Asset Advisory Services’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
2023 Q1	–	Sell	-873	Closed	-$209K	–	364
2022 Q4	$209K	Sell	873 -285	-25%	-$65.7K	0.02%	346
2022 Q3	$255K	Buy	+1,158	New	+$260K	0.03%	268
2021 Q1	–	Sell	-624	Closed	-$95K	–	1031
2020 Q4	$95K	Buy	+624	New	+$92.3K	0.02%	470

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Asset Advisory Services's HSY Position: Q1 2023 in Review

Capital Asset Advisory Services sold out of Hershey (HSY) in Q1 2023, closing a stake of 873 shares — an estimated $209K sold.

Capital Asset Advisory Services first reported a position in HSY in Q4 2020 and held it in 3 quarters. The position peaked at $255K in Q3 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

Capital Asset Advisory Services reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
Capital Asset Advisory Services sold 873 Hershey shares in Q1 2023, an estimated $209K.
Capital Asset Advisory Services first reported a position in Hershey in Q4 2020 and held it in 3 quarters.
Capital Asset Advisory Services's Hershey position peaked at $255K in Q3 2022.
1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Capital Asset Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.