IWA
HSY icon

IBEX Wealth Advisors’s Hershey HSY Stock Holding History

IBEX 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
2021
Q4 		– Sell
-24
Closed -$4K – 291
2021
Q3 		$4K Buy
+24
New +$4.24K ﹤0.01% 410
2019
Q3 		– Sell
-817
Closed -$109K – 200
2019
Q2 		$109K Buy
+817
New +$104K 0.03% 158
2017
Q1 		– Sell
-86
Closed -$9K – 200
2016
Q4 		$9K Buy
+86
New +$8.49K ﹤0.01% 301

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IBEX Wealth Advisors's HSY Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Hershey (HSY) in Q4 2021, closing a stake of 24 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in HSY in Q4 2016 and held it in 3 quarters. The position peaked at $109K in Q2 2019. 1,137 funds tracked by Wall St. Rank hold HSY as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Hershey position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 24 Hershey shares in Q4 2021, an estimated $4K.
  • IBEX Wealth Advisors first reported a position in Hershey in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Hershey position peaked at $109K in Q2 2019.
  • 1,137 funds tracked by Wall St. Rank held Hershey as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.