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Legacy Financial Advisors’s Hershey HSY Stock Holding History

Legacy Financial 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
2024
Q4 		– Sell
-4,048
Closed -$776K – 358
2024
Q3 		$776K Buy
4,048
+39
+1% +$7.58K 0.13% 129
2024
Q2 		$737K Buy
4,009
+48
+1% +$9.29K 0.13% 123
2024
Q1 		$770K Buy
+3,961
New +$764K 0.14% 121
2019
Q2 		– Sell
-196
Closed -$23K – 459
2019
Q1 		$23K Buy
196
+94
+92% +$10.2K 0.01% 423
2018
Q4 		$11K Hold
102
– – ﹤0.01% 538
2018
Q3 		$10K Hold
102
– – ﹤0.01% 518
2018
Q2 		$10K Sell
102
-861
-89% -$80.3K ﹤0.01% 522
2018
Q1 		$92K Sell
963
-353
-27% -$36.5K 0.04% 177
2017
Q4 		$149K Buy
+1,316
New +$145K 0.06% 141

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Legacy Financial Advisors's HSY Position: Q4 2024 in Review

Legacy Financial Advisors sold out of Hershey (HSY) in Q4 2024, closing a stake of 4,048 shares — an estimated $776K sold.

Legacy Financial Advisors first reported a position in HSY in Q4 2017 and held it in 9 quarters. The position peaked at $776K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Legacy Financial Advisors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 4,048 Hershey shares in Q4 2024, an estimated $776K.
  • Legacy Financial Advisors first reported a position in Hershey in Q4 2017 and held it in 9 quarters.
  • Legacy Financial Advisors's Hershey position peaked at $776K in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Legacy Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.