IWP
HSY icon

IAG Wealth Partners’s Hershey HSY Stock Holding History

IAG Wealth Partners’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
-50
Closed -$11.6K – 469
2022
Q4 		$11.6K Buy
+50
New +$11.5K ﹤0.01% 270
2020
Q3 		– Sell
-20
Closed -$3K – 395
2020
Q2 		$3K Hold
20
– – ﹤0.01% 313
2020
Q1 		$3K Hold
20
– – ﹤0.01% 305
2019
Q4 		$3K Buy
+20
New +$2.96K ﹤0.01% 344

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IAG Wealth Partners's HSY Position: Q1 2023 in Review

IAG Wealth Partners sold out of Hershey (HSY) in Q1 2023, closing a stake of 50 shares — an estimated $11.6K sold.

IAG Wealth Partners first reported a position in HSY in Q4 2019 and held it in 4 quarters. The position peaked at $11.6K in Q4 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

  • IAG Wealth Partners reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 50 Hershey shares in Q1 2023, an estimated $11.6K.
  • IAG Wealth Partners first reported a position in Hershey in Q4 2019 and held it in 4 quarters.
  • IAG Wealth Partners's Hershey position peaked at $11.6K in Q4 2022.
  • 1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.