Guardian Wealth Advisors (North Carolina)’s Hershey HSY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-1,197	Closed	-$220K	–	458
2024 Q2	$220K	Sell	1,197 -3	-0.3%	-$580	0.03%	245
2024 Q1	$233K	Sell	1,200 -266	-18%	-$51.3K	0.03%	247
2023 Q4	$273K	Sell	1,466 -403	-22%	-$76.4K	0.04%	200
2023 Q3	$374K	Sell	1,869 -1,325	-41%	-$297K	0.06%	154
2023 Q2	$798K	Sell	3,194 -28	-0.9%	-$7.34K	0.14%	88
2023 Q1	$820K	Sell	3,222 -97	-3%	-$22.8K	0.14%	81
2022 Q4	$769K	Sell	3,319 -100	-3%	-$23.1K	0.15%	83
2022 Q3	$754K	Buy	3,419 +148	+5%	+$33.2K	0.14%	80
2022 Q2	$704K	Buy	3,271 +9	+0.3%	+$1.96K	0.13%	85
2022 Q1	$707K	Buy	+3,262	New	+$663K	0.3%	55

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

Guardian Wealth Advisors (North Carolina)'s HSY Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Hershey (HSY) in Q3 2024, closing a stake of 1,197 shares — an estimated $220K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in HSY in Q1 2022 and held it in 10 quarters. The position peaked at $820K in Q1 2023. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,197 Hershey shares in Q3 2024, an estimated $220K.
Guardian Wealth Advisors (North Carolina) first reported a position in Hershey in Q1 2022 and held it in 10 quarters.
Guardian Wealth Advisors (North Carolina)'s Hershey position peaked at $820K in Q1 2023.
1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.