High Net Worth Advisory Group’s Hershey HSY Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-150	Closed	-$34.7K	–	358
2022 Q4	$34.7K	Hold	150	–	–	0.01%	375
2022 Q3	$33K	Hold	150	–	–	0.01%	395
2022 Q2	$32K	Sell	150 -10	-6%	-$2.18K	0.01%	388
2022 Q1	$35K	Sell	160 -10	-6%	-$2.03K	0.01%	383
2021 Q4	$33K	Buy	+170	New	+$30.8K	0.01%	392

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

High Net Worth Advisory Group's HSY Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Hershey (HSY) in Q1 2023, closing a stake of 150 shares — an estimated $34.7K sold.

High Net Worth Advisory Group first reported a position in HSY in Q4 2021 and held it in 5 quarters. The position peaked at $35K in Q1 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

High Net Worth Advisory Group reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 150 Hershey shares in Q1 2023, an estimated $34.7K.
High Net Worth Advisory Group first reported a position in Hershey in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Hershey position peaked at $35K in Q1 2022.
1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.