Left Brain Wealth Management’s Hershey HSY Stock Holding History

Left Brain 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 Q4	–	Sell	-1,087	Closed	-$208K	–	99
2024 Q3	$208K	Sell	1,087 -167	-13%	-$32.5K	0.1%	74
2024 Q2	$231K	Buy	1,254 +105	+9%	+$20.3K	0.11%	68
2024 Q1	$223K	Sell	1,149 -7	-0.6%	-$1.35K	0.11%	68
2023 Q4	$216K	Sell	1,156 -24	-2%	-$4.55K	0.12%	73
2023 Q3	$236K	Buy	1,180 +183	+18%	+$41K	0.15%	73
2023 Q2	$249K	Buy	997 +12	+1%	+$3.15K	0.15%	71
2023 Q1	$269K	Buy	985 +7	+0.7%	+$1.65K	0.18%	68
2022 Q4	$226K	Buy	+978	New	+$225K	0.17%	62

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Left Brain Wealth Management's HSY Position: Q4 2024 in Review

Left Brain Wealth Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,087 shares — an estimated $208K sold.

Left Brain Wealth Management first reported a position in HSY in Q4 2022 and held it in 8 quarters. The position peaked at $269K in Q1 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Left Brain Wealth Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
Left Brain Wealth Management sold 1,087 Hershey shares in Q4 2024, an estimated $208K.
Left Brain Wealth Management first reported a position in Hershey in Q4 2022 and held it in 8 quarters.
Left Brain Wealth Management's Hershey position peaked at $269K in Q1 2023.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Left Brain Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.