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Northwest Wealth Management’s Hershey HSY Stock Holding History

Northwest 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
2019
Q2 		– Sell
-371
Closed -$43K – 288
2019
Q1 		$43K Hold
371
– – 0.03% 228
2018
Q4 		$40K Hold
371
– – 0.03% 218
2018
Q3 		$38K Hold
371
– – 0.03% 235
2018
Q2 		$35K Sell
371
-30
-7% -$2.8K 0.03% 249
2018
Q1 		$40K Buy
+401
New +$41.4K 0.03% 236

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwest Wealth Management's HSY Position: Q2 2019 in Review

Northwest Wealth Management sold out of Hershey (HSY) in Q2 2019, closing a stake of 371 shares — an estimated $43K sold.

Northwest Wealth Management first reported a position in HSY in Q1 2018 and held it in 5 quarters. The position peaked at $43K in Q1 2019. 894 funds tracked by Wall St. Rank hold HSY as of Q2 2019.

  • Northwest Wealth Management reported no remaining Hershey position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 371 Hershey shares in Q2 2019, an estimated $43K.
  • Northwest Wealth Management first reported a position in Hershey in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Hershey position peaked at $43K in Q1 2019.
  • 894 funds tracked by Wall St. Rank held Hershey as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.