Evoke Wealth’s Hershey HSY Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-235	Closed	-$52K	–	717
2022 Q3	$52K	Hold	235	–	–	﹤0.01%	513
2022 Q2	$51K	Hold	235	–	–	﹤0.01%	511
2022 Q1	$51K	Hold	235	–	–	﹤0.01%	518
2021 Q4	$45K	Buy	235 +2	+0.9%	+$362	﹤0.01%	544
2021 Q3	$39K	Hold	233	–	–	﹤0.01%	542
2021 Q2	$41K	Hold	233	–	–	﹤0.01%	548
2021 Q1	$37K	Hold	233	–	–	﹤0.01%	488
2020 Q4	$36K	Hold	233	–	–	﹤0.01%	409
2020 Q3	$33K	Sell	233 -11	-5%	-$1.56K	﹤0.01%	412
2020 Q2	$32K	Sell	244 -15	-6%	-$2.02K	﹤0.01%	403
2020 Q1	$34.4K	Sell	259 -110	-30%	-$16.2K	﹤0.01%	374
2019 Q4	$54.3K	Buy	369 +115	+45%	+$17.1K	0.01%	394
2019 Q3	$39.4K	Buy	+254	New	+$38.4K	﹤0.01%	510

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth's HSY Position: Q4 2022 in Review

Evoke Wealth sold out of Hershey (HSY) in Q4 2022, closing a stake of 235 shares — an estimated $52K sold.

Evoke Wealth first reported a position in HSY in Q3 2019 and held it in 13 quarters. The position peaked at $54.3K in Q4 2019. 1,293 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

Evoke Wealth reported no remaining Hershey position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 235 Hershey shares in Q4 2022, an estimated $52K.
Evoke Wealth first reported a position in Hershey in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Hershey position peaked at $54.3K in Q4 2019.
1,293 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.