Empower Advisory Group’s Hershey HSY Stock Holding History

Empower Advisory Group’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 Q2	–	Sell	-890	Closed	-$229K	–	491
2023 Q1	$229K	Buy	+890	New	+$209K	﹤0.01%	448

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empower Advisory Group's HSY Position: Q2 2023 in Review

Empower Advisory Group sold out of Hershey (HSY) in Q2 2023, closing a stake of 890 shares — an estimated $229K sold.

Empower Advisory Group first reported a position in HSY in Q1 2023 and held it in 1 quarter. The position peaked at $229K in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

Empower Advisory Group reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
Empower Advisory Group sold 890 Hershey shares in Q2 2023, an estimated $229K.
Empower Advisory Group first reported a position in Hershey in Q1 2023 and held it in 1 quarter.
Empower Advisory Group's Hershey position peaked at $229K in Q1 2023.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Empower Advisory Group's 13F filing for Q2 2023, filed 10 Aug 2023.