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Evolution Wealth Advisors’s Hershey HSY Stock Holding History

Evolution 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
2021
Q4 		– Sell
-19
Closed -$3K – 365
2021
Q3 		$3K Hold
19
– – ﹤0.01% 607
2021
Q2 		$3K Hold
19
– – ﹤0.01% 590
2021
Q1 		$3K Hold
19
– – ﹤0.01% 600
2020
Q4 		$3K Hold
19
– – ﹤0.01% 521
2020
Q3 		$3K Hold
19
– – ﹤0.01% 501
2020
Q2 		$2K Buy
+19
New +$2.55K ﹤0.01% 481
2020
Q1 		– Sell
-20
Closed -$3K – 464
2019
Q4 		$3K Buy
20
+1
+5% +$148 ﹤0.01% 508
2019
Q3 		$3K Hold
19
– – ﹤0.01% 365
2019
Q2 		$3K Buy
+19
New +$2.41K ﹤0.01% 346

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Evolution Wealth Advisors's HSY Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Hershey (HSY) in Q4 2021, closing a stake of 19 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in HSY in Q2 2019 and held it in 9 quarters. The position peaked at $3K in Q3 2021. 1,137 funds tracked by Wall St. Rank hold HSY as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Hershey position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 19 Hershey shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Hershey in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Hershey position peaked at $3K in Q3 2021.
  • 1,137 funds tracked by Wall St. Rank held Hershey as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.