Icon Wealth Partners’s Hershey HSY Stock Holding History

Icon 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
2019 Q2	–	Sell	-521	Closed	-$60K	–	432
2019 Q1	$60K	Buy	+521	New	+$56.7K	0.02%	314
2018 Q3	–	Sell	-535	Closed	-$50K	–	463
2018 Q2	$50K	Buy	+535	New	+$49.9K	0.02%	382
2018 Q1	–	Sell	-333	Closed	-$38K	–	464
2017 Q4	$38K	Buy	+333	New	+$36.6K	0.02%	476

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Icon Wealth Partners's HSY Position: Q2 2019 in Review

Icon Wealth Partners sold out of Hershey (HSY) in Q2 2019, closing a stake of 521 shares — an estimated $60K sold.

Icon Wealth Partners first reported a position in HSY in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q1 2019. 894 funds tracked by Wall St. Rank hold HSY as of Q2 2019.

Icon Wealth Partners reported no remaining Hershey position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 521 Hershey shares in Q2 2019, an estimated $60K.
Icon Wealth Partners first reported a position in Hershey in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Hershey position peaked at $60K in Q1 2019.
894 funds tracked by Wall St. Rank held Hershey as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.