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Capital Performance Advisors’s Hershey HSY Stock Holding History

Capital Performance 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
Q4 		– Sell
-116
Closed -$22.3K – 1284
2024
Q3 		$22.3K Buy
+116
New +$22.6K 0.01% 572

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Performance Advisors's HSY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Hershey (HSY) in Q4 2024, closing a stake of 116 shares — an estimated $22.3K sold.

Capital Performance Advisors first reported a position in HSY in Q3 2024 and held it in 1 quarter. The position peaked at $22.3K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 116 Hershey shares in Q4 2024, an estimated $22.3K.
  • Capital Performance Advisors first reported a position in Hershey in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Hershey position peaked at $22.3K in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.