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Cetera Advisors’s Hershey HSY Stock Holding History

Cetera 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 		$2.75M Buy
14,146
+3,103
+28% +$599K 0.02% 675
2023
Q4 		$2.06M Buy
11,043
+51
+0.5% +$9.66K 0.03% 496
2023
Q3 		$2.2M Buy
10,992
+5,436
+98% +$1.22M 0.03% 433
2023
Q2 		$1.39M Buy
5,556
+115
+2% +$30.2K 0.02% 603
2023
Q1 		$1.38M Sell
5,441
-539
-9% -$127K 0.02% 573
2022
Q4 		$1.38M Buy
5,980
+1,631
+38% +$376K 0.03% 556
2022
Q3 		$959K Sell
4,349
-1,221
-22% -$274K 0.03% 553
2022
Q2 		$1.2M Sell
5,570
-12
-0.2% -$2.62K 0.03% 511
2022
Q1 		$1.21M Sell
5,582
-7,479
-57% -$1.52M 0.02% 555
2021
Q4 		$2.53M Sell
13,061
-288
-2% -$52.1K 0.05% 346
2021
Q3 		$2.26M Buy
13,349
+711
+6% +$126K 0.04% 379
2021
Q2 		$2.2M Sell
12,638
-484
-4% -$81.5K 0.05% 348
2021
Q1 		$2.08M Buy
13,122
+2,550
+24% +$384K 0.06% 309
2020
Q4 		$1.61M Buy
10,572
+1,819
+21% +$269K 0.05% 316
2020
Q3 		$1.25M Buy
8,753
+6,406
+273% +$908K 0.05% 328
2020
Q2 		$304K Buy
+2,347
New +$316K 0.01% 699
2020
Q1 		– Sell
-2,882
Closed -$418K – 879
2019
Q4 		$418K Sell
2,882
-144
-5% -$21.4K 0.02% 615
2019
Q3 		$468K Buy
+3,026
New +$457K 0.02% 568
2014
Q2 		– Sell
-9,504
Closed -$992K – 614
2014
Q1 		$992K Buy
9,504
+159
+2% +$16.3K 0.14% 176
2013
Q4 		$908K Sell
9,345
-739
-7% -$71K 0.13% 178
2013
Q3 		$933K Buy
10,084
+1,334
+15% +$124K 0.17% 152
2013
Q2 		$780K Buy
+8,750
New +$773K 0.16% 162

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
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

Cetera Advisors's HSY Position: Q1 2024 in Review

Cetera Advisors increased its Hershey (HSY) stake by 28% in Q1 2024, buying an estimated $599K and bringing the position to 14,146 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #675.

Cetera Advisors first reported a position in HSY in Q2 2013 and has held it in 22 quarters since. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Cetera Advisors held 14,146 shares of Hershey worth $2.75M as of Q1 2024.
  • Cetera Advisors bought 3,103 Hershey shares in Q1 2024, an estimated $599K.
  • Hershey made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #675 holding.
  • Cetera Advisors first reported a position in Hershey in Q2 2013 and has held it in 22 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.