FinTrust Capital Advisors’s Hershey HSY Stock Holding History

FinTrust Capital 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
2024 Q3	$77.6K	Buy	404 +25	+7%	+$4.86K	0.01%	482
2024 Q2	$69.7K	Sell	379 -1,999	-84%	-$387K	0.01%	465
2024 Q1	$113K	Buy	2,378 +2,120	+822%	+$409K	0.02%	366
2023 Q4	$48.1K	Sell	258 -10	-4%	-$1.9K	0.01%	501
2023 Q3	$53.7K	Sell	268 -11	-4%	-$2.46K	0.01%	443
2023 Q2	$64.5K	Hold	279	–	–	0.02%	405
2023 Q1	$64.5K	Hold	279	–	–	0.02%	403
2022 Q4	$64.5K	Buy	279 +1	+0.4%	+$231	0.02%	404
2022 Q3	$63K	Sell	278 -150	-35%	-$33.6K	0.02%	465
2022 Q2	$92K	Buy	428 +278	+185%	+$60.6K	0.02%	411
2022 Q1	$32K	Hold	150	–	–	0.01%	643
2021 Q4	$29K	Hold	150	–	–	0.01%	647
2021 Q3	$25K	Hold	150	–	–	0.01%	682
2021 Q2	$26K	Hold	150	–	–	0.01%	690
2021 Q1	$24K	Hold	150	–	–	0.01%	669
2020 Q4	$23K	Hold	150	–	–	0.01%	645
2020 Q3	$22	Hold	150	–	–	﹤0.01%	633
2020 Q2	$19K	Hold	150	–	–	0.01%	632
2020 Q1	$20K	Hold	150	–	–	0.01%	619
2019 Q4	$22K	Sell	150 -50	-25%	-$7.41K	0.01%	618
2019 Q3	$31K	Hold	200	–	–	0.01%	556
2019 Q2	$27K	Sell	200 -40	-17%	-$5.08K	0.01%	536
2019 Q1	$28K	Sell	240 -17	-7%	-$1.85K	0.01%	512
2018 Q4	$27K	Buy	+257	New	+$27.3K	0.01%	516

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

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

FinTrust Capital Advisors's HSY Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Hershey (HSY) stake by 6.6% in Q3 2024, buying an estimated $4.86K and bringing the position to 404 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #482.

FinTrust Capital Advisors first reported a position in HSY in Q4 2018 and has held it in 24 quarters since. The position peaked at $113K in Q1 2024. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

FinTrust Capital Advisors held 404 shares of Hershey worth $77.6K as of Q3 2024.
FinTrust Capital Advisors bought 25 Hershey shares in Q3 2024, an estimated $4.86K.
Hershey made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #482 holding.
FinTrust Capital Advisors first reported a position in Hershey in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Hershey position peaked at $113K in Q1 2024.
1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.