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Financial Advisory Partners’s Hershey HSY Stock Holding History

Financial Advisory Partners’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
2024
Q2 		– Sell
-18,031
Closed -$3.51M – 68
2024
Q1 		$3.51M Buy
+18,031
New +$3.48M 1.36% 32

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Advisory Partners's HSY Position: Q2 2024 in Review

Financial Advisory Partners sold out of Hershey (HSY) in Q2 2024, closing a stake of 18,031 shares — an estimated $3.51M sold.

Financial Advisory Partners first reported a position in HSY in Q1 2024 and held it in 1 quarter. The position peaked at $3.51M in Q1 2024. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Financial Advisory Partners reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • Financial Advisory Partners sold 18,031 Hershey shares in Q2 2024, an estimated $3.51M.
  • Financial Advisory Partners first reported a position in Hershey in Q1 2024 and held it in 1 quarter.
  • Financial Advisory Partners's Hershey position peaked at $3.51M in Q1 2024.
  • 1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Financial Advisory Partners's 13F filing for Q2 2024, filed 22 Jul 2024.