Iams Wealth Management’s Hershey HSY Stock Holding History

Iams Wealth Management’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 Q3	–	Sell	-1,968	Closed	-$489K	–	179
2023 Q2	$489K	Buy	+1,968	New	+$516K	0.18%	94

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

HTC

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

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

Iams Wealth Management's HSY Position: Q2 2023 in Review

Iams Wealth Management sold out of Hershey (HSY) in Q2 2023, closing a stake of 984 shares — an estimated $258K sold.

Iams Wealth Management first reported a position in HSY in Q1 2023 and held it in 1 quarter. The position peaked at $249K in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

Iams Wealth Management reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
Iams Wealth Management sold 984 Hershey shares in Q2 2023, an estimated $258K.
Iams Wealth Management first reported a position in Hershey in Q1 2023 and held it in 1 quarter.
Iams Wealth Management's Hershey position peaked at $249K in Q1 2023.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Iams Wealth Management's 13F filing for Q2 2023, filed 30 Oct 2023.