Global Wealth Management Investment Advisory’s Hershey HSY Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-325	Closed	-$60.5K	–	273
2023 Q4	$60.5K	Hold	325	–	–	0.02%	184
2023 Q3	$65K	Hold	325	–	–	0.02%	177
2023 Q2	$81.1K	Buy	+325	New	+$85.2K	0.02%	171
2022 Q3	–	Sell	-275	Closed	-$59K	–	282
2022 Q2	$59K	Buy	275 +50	+22%	+$10.9K	0.02%	169
2022 Q1	$49K	Hold	225	–	–	0.01%	194
2021 Q4	$43K	Hold	225	–	–	0.01%	202
2021 Q3	$38K	Hold	225	–	–	0.01%	219
2021 Q2	$39K	Sell	225 -100	-31%	-$16.8K	0.01%	207
2021 Q1	$51K	Hold	325	–	–	0.02%	198
2020 Q4	$49K	Hold	325	–	–	0.02%	187
2020 Q3	$47K	Hold	325	–	–	0.02%	183
2020 Q2	$42K	Hold	325	–	–	0.02%	205
2020 Q1	$43K	Hold	325	–	–	0.02%	179
2019 Q4	$48K	Hold	325	–	–	0.02%	184
2019 Q3	$50K	Hold	325	–	–	0.02%	164
2019 Q2	$44K	Buy	+325	New	+$41.3K	0.02%	180

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

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

Global Wealth Management Investment Advisory's HSY Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Hershey (HSY) in Q1 2024, closing a stake of 325 shares — an estimated $60.5K sold.

Global Wealth Management Investment Advisory first reported a position in HSY in Q2 2019 and held it in 16 quarters. The position peaked at $81.1K in Q2 2023. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 325 Hershey shares in Q1 2024, an estimated $60.5K.
Global Wealth Management Investment Advisory first reported a position in Hershey in Q2 2019 and held it in 16 quarters.
Global Wealth Management Investment Advisory's Hershey position peaked at $81.1K in Q2 2023.
1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.