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Investment Advisory Services’s Hershey HSY Stock Holding History

Investment Advisory Services’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 		– Sell
-4,555
Closed -$886K – 119
2024
Q1 		$886K Buy
4,555
+158
+4% +$30.5K 0.33% 58
2023
Q4 		$820K Buy
4,397
+150
+4% +$28.4K 0.32% 57
2023
Q3 		$850K Buy
4,247
+72
+2% +$16.1K 0.37% 58
2023
Q2 		$1.04M Buy
+4,175
New +$1.1M 0.44% 53

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

Investment Advisory Services's HSY Position: Q2 2024 in Review

Investment Advisory Services sold out of Hershey (HSY) in Q2 2024, closing a stake of 4,555 shares — an estimated $886K sold.

Investment Advisory Services first reported a position in HSY in Q2 2023 and held it in 4 quarters. The position peaked at $1.04M in Q2 2023. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Investment Advisory Services reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • Investment Advisory Services sold 4,555 Hershey shares in Q2 2024, an estimated $886K.
  • Investment Advisory Services first reported a position in Hershey in Q2 2023 and held it in 4 quarters.
  • Investment Advisory Services's Hershey position peaked at $1.04M in Q2 2023.
  • 1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Investment Advisory Services's 13F filing for Q2 2024, filed 17 Jul 2024.