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First Foundation Advisors’s Hershey HSY Stock Holding History

First Foundation 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 		– Sell
-855
Closed -$157K – 393
2024
Q2 		$157K Sell
855
-401
-32% -$77.6K 0.01% 339
2024
Q1 		$244K Buy
1,256
+113
+10% +$21.8K 0.01% 312
2023
Q4 		$213K Sell
1,143
-486
-30% -$92.1K 0.01% 330
2023
Q3 		$326K Buy
+1,629
New +$365K 0.02% 313

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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

First Foundation Advisors's HSY Position: Q3 2024 in Review

First Foundation Advisors sold out of Hershey (HSY) in Q3 2024, closing a stake of 855 shares — an estimated $157K sold.

First Foundation Advisors first reported a position in HSY in Q3 2023 and held it in 4 quarters. The position peaked at $326K in Q3 2023. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • First Foundation Advisors reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 855 Hershey shares in Q3 2024, an estimated $157K.
  • First Foundation Advisors first reported a position in Hershey in Q3 2023 and held it in 4 quarters.
  • First Foundation Advisors's Hershey position peaked at $326K in Q3 2023.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.