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Edge Wealth Management’s Hershey HSY Stock Holding History

Edge Wealth Management’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
2022
Q1 		– Sell
-100
Closed -$19K – 252
2021
Q4 		$19K Hold
100
– – ﹤0.01% 262
2021
Q3 		$17K Hold
100
– – ﹤0.01% 279
2021
Q2 		$17K Hold
100
– – ﹤0.01% 287
2021
Q1 		$16K Hold
100
– – ﹤0.01% 285
2020
Q4 		$15K Hold
100
– – ﹤0.01% 261
2020
Q3 		$14K Hold
100
– – ﹤0.01% 295
2020
Q2 		$13K Buy
+100
New +$13.4K ﹤0.01% 426

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Edge Wealth Management's HSY Position: Q1 2022 in Review

Edge Wealth Management sold out of Hershey (HSY) in Q1 2022, closing a stake of 100 shares — an estimated $19K sold.

Edge Wealth Management first reported a position in HSY in Q2 2020 and held it in 7 quarters. The position peaked at $19K in Q4 2021. 1,191 funds tracked by Wall St. Rank hold HSY as of Q1 2022.

  • Edge Wealth Management reported no remaining Hershey position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 100 Hershey shares in Q1 2022, an estimated $19K.
  • Edge Wealth Management first reported a position in Hershey in Q2 2020 and held it in 7 quarters.
  • Edge Wealth Management's Hershey position peaked at $19K in Q4 2021.
  • 1,191 funds tracked by Wall St. Rank held Hershey as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.