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Clarus Wealth Advisors’s Hershey HSY Stock Holding History

Clarus 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
2019
Q4 		– Sell
-3,512
Closed -$544K – 150
2019
Q3 		$544K Buy
3,512
+2,890
+465% +$436K 0.4% 59
2019
Q2 		$83K Buy
622
+2
+0.3% +$254 0.06% 217
2019
Q1 		$71K Buy
620
+3
+0.5% +$327 0.05% 245
2018
Q4 		$66K Buy
617
+3
+0.5% +$319 0.1% 223
2018
Q3 		$63K Sell
614
-97
-14% -$9.59K 0.04% 259
2018
Q2 		$70K Buy
+711
New +$66.3K 0.05% 232

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarus Wealth Advisors's HSY Position: Q4 2019 in Review

Clarus Wealth Advisors sold out of Hershey (HSY) in Q4 2019, closing a stake of 3,512 shares — an estimated $544K sold.

Clarus Wealth Advisors first reported a position in HSY in Q2 2018 and held it in 6 quarters. The position peaked at $544K in Q3 2019. 961 funds tracked by Wall St. Rank hold HSY as of Q4 2019.

  • Clarus Wealth Advisors reported no remaining Hershey position as of Q4 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,512 Hershey shares in Q4 2019, an estimated $544K.
  • Clarus Wealth Advisors first reported a position in Hershey in Q2 2018 and held it in 6 quarters.
  • Clarus Wealth Advisors's Hershey position peaked at $544K in Q3 2019.
  • 961 funds tracked by Wall St. Rank held Hershey as of Q4 2019.

Based on Clarus Wealth Advisors's 13F filing for Q4 2019, filed 10 Jan 2020.