Heritage Wealth Advisors’s Hershey HSY Stock Holding History

Heritage Wealth 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
2023 Q4	–	Sell	-110	Closed	-$22K	–	576
2023 Q3	$22K	Hold	110	–	–	﹤0.01%	369
2023 Q2	$27.5K	Hold	110	–	–	﹤0.01%	376
2023 Q1	$28K	Hold	110	–	–	﹤0.01%	373
2022 Q4	$25.5K	Hold	110	–	–	﹤0.01%	392
2022 Q3	$24.2K	Hold	110	–	–	﹤0.01%	363
2022 Q2	$24K	Hold	110	–	–	﹤0.01%	403
2022 Q1	$24K	Hold	110	–	–	﹤0.01%	383
2021 Q4	$21K	Hold	110	–	–	﹤0.01%	402
2021 Q3	$18.6K	Hold	110	–	–	﹤0.01%	409
2021 Q2	$19.1K	Hold	110	–	–	﹤0.01%	420
2021 Q1	$17.4K	Hold	110	–	–	﹤0.01%	433
2020 Q4	$17K	Hold	110	–	–	﹤0.01%	419
2020 Q3	$15.8K	Hold	110	–	–	﹤0.01%	377
2020 Q2	$14.3K	Hold	110	–	–	﹤0.01%	359
2020 Q1	$14.6K	Hold	110	–	–	﹤0.01%	349
2019 Q4	$16.2K	Buy	110 +1	+0.9%	+$148	﹤0.01%	391
2019 Q3	$17K	Sell	109 -1	-0.9%	-$151	﹤0.01%	359
2019 Q2	$14.7K	Buy	+110	New	+$14K	﹤0.01%	364

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

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

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

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

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

HTC

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Heritage Wealth Advisors's HSY Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Hershey (HSY) in Q4 2023, closing a stake of 110 shares — an estimated $22K sold.

Heritage Wealth Advisors first reported a position in HSY in Q2 2019 and held it in 18 quarters. The position peaked at $28K in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Heritage Wealth Advisors reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 110 Hershey shares in Q4 2023, an estimated $22K.
Heritage Wealth Advisors first reported a position in Hershey in Q2 2019 and held it in 18 quarters.
Heritage Wealth Advisors's Hershey position peaked at $28K in Q1 2023.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.