Frontier Wealth Management’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$223K Buy
1,037
+2
+0.2% +$436 0.02% 347
2022
Q1
$234K Sell
1,035
-497
-32% -$101K ﹤0.01% 348
2021
Q4
$296K Buy
1,532
+12
+0.8% +$2.17K 0.02% 330
2021
Q3
$257K Sell
1,520
-30
-2% -$5.3K 0.02% 360
2021
Q2
$270K Sell
1,550
-65
-4% -$10.9K 0.02% 346
2021
Q1
$255K Buy
1,615
+3
+0.2% +$452 0.02% 336
2020
Q4
$246K Buy
1,612
+3
+0.2% +$444 0.02% 324
2020
Q3
$231K Buy
1,609
+2
+0.1% +$284 0.02% 319
2020
Q2
$208K Buy
+1,607
New +$216K 0.02% 320
2020
Q1
Sell
-1,401
Closed -$206K 311
2019
Q4
$206K Buy
+1,401
New +$208K 0.03% 281
2018
Q2
Sell
-3,480
Closed -$344K 390
2018
Q1
$344K Buy
+3,480
New +$360K 0.05% 281

Other funds holding HSY

Frontier Wealth Management's HSY Position: Q2 2022 in Review

Frontier Wealth Management increased its Hershey (HSY) stake by 0.19% in Q2 2022, buying an estimated $436 and bringing the position to 1,037 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #347.

Frontier Wealth Management first reported a position in HSY in Q1 2018 and has held it in 11 quarters since. The position peaked at $344K in Q1 2018. 1,210 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • Frontier Wealth Management held 1,037 shares of Hershey worth $223K as of Q2 2022.
  • Frontier Wealth Management bought 2 Hershey shares in Q2 2022, an estimated $436.
  • Hershey made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #347 holding.
  • Frontier Wealth Management first reported a position in Hershey in Q1 2018 and has held it in 11 quarters since.
  • Frontier Wealth Management's Hershey position peaked at $344K in Q1 2018.
  • 1,210 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.