Focused Wealth Management’s Hershey HSY Stock Holding History

Focused Wealth Management’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
2020 Q3	–	Sell	-950	Closed	-$123K	–	817
2020 Q2	$123K	Sell	950 -50	-5%	-$6.72K	0.03%	189
2020 Q1	$133K	Hold	1,000	–	–	0.04%	155
2019 Q4	$147K	Hold	1,000	–	–	0.03%	204
2019 Q3	$155K	Hold	1,000	–	–	0.04%	170
2019 Q2	$134K	Hold	1,000	–	–	0.04%	193
2019 Q1	$115K	Buy	+1,000	New	+$109K	0.03%	198

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Focused Wealth Management's HSY Position: Q3 2020 in Review

Focused Wealth Management sold out of Hershey (HSY) in Q3 2020, closing a stake of 950 shares — an estimated $123K sold.

Focused Wealth Management first reported a position in HSY in Q1 2019 and held it in 6 quarters. The position peaked at $155K in Q3 2019. 925 funds tracked by Wall St. Rank hold HSY as of Q3 2020.

Focused Wealth Management reported no remaining Hershey position as of Q3 2020 after selling out during the quarter.
Focused Wealth Management sold 950 Hershey shares in Q3 2020, an estimated $123K.
Focused Wealth Management first reported a position in Hershey in Q1 2019 and held it in 6 quarters.
Focused Wealth Management's Hershey position peaked at $155K in Q3 2019.
925 funds tracked by Wall St. Rank held Hershey as of Q3 2020.

Based on Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.