HWMA
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Heritage Wealth Management (Arizona)’s Hershey HSY Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$562K Sell
3,055
-241
-7% -$46.6K 0.31% 72
2024
Q1 		$641K Sell
3,296
-62
-2% -$12K 0.33% 66
2023
Q4 		$626K Buy
+3,358
New +$636K 0.34% 68

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HSY Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Hershey (HSY) stake by 7.3% in Q2 2024, selling an estimated $46.6K and leaving 3,055 shares worth $562K. The position accounts for 0.31% of the portfolio, ranked #72.

Heritage Wealth Management (Arizona) first reported a position in HSY in Q4 2023 and has held it in 3 quarters since. The position peaked at $641K in Q1 2024. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 3,055 shares of Hershey worth $562K as of Q2 2024.
  • Heritage Wealth Management (Arizona) sold 241 Hershey shares in Q2 2024, an estimated $46.6K.
  • Hershey made up 0.31% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #72 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Hershey in Q4 2023 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Hershey position peaked at $641K in Q1 2024.
  • 1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.