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ICA Group Wealth Management’s Hershey HSY Stock Holding History

ICA Group 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
2024
Q2 		$3.13K Sell
17
-80
-82% -$15.5K ﹤0.01% 634
2024
Q1 		$18.9K Hold
97
– – ﹤0.01% 771
2023
Q4 		$18.1K Buy
+97
New +$18.4K ﹤0.01% 751
2023
Q3 		– Sell
-97
Closed -$24.2K – 657
2023
Q2 		$24.2K Sell
97
-60
-38% -$15.7K 0.01% 644
2023
Q1 		$39.9K Hold
157
– – 0.01% 531
2022
Q4 		$36.4K Buy
+157
New +$36.2K 0.01% 578

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's HSY Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Hershey (HSY) stake by 82% in Q2 2024, selling an estimated $15.5K and leaving 17 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

ICA Group Wealth Management first reported a position in HSY in Q4 2022 and has held it in 6 quarters since. The position peaked at $39.9K in Q1 2023. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • ICA Group Wealth Management held 17 shares of Hershey worth $3.13K as of Q2 2024.
  • ICA Group Wealth Management sold 80 Hershey shares in Q2 2024, an estimated $15.5K.
  • Hershey made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #634 holding.
  • ICA Group Wealth Management first reported a position in Hershey in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Hershey position peaked at $39.9K in Q1 2023.
  • 1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.