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Personal CFO Solutions’s Hershey HSY Stock Holding History

Personal CFO Solutions’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
2023
Q4 		– Sell
-1,290
Closed -$258K – 531
2023
Q3 		$258K Buy
1,290
+229
+22% +$51.3K 0.05% 364
2023
Q2 		$265K Sell
1,061
-131
-11% -$34.4K 0.05% 361
2023
Q1 		$303K Buy
1,192
+10
+0.8% +$2.35K 0.06% 308
2022
Q4 		$274K Buy
+1,182
New +$273K 0.06% 330

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Personal CFO Solutions's HSY Position: Q4 2023 in Review

Personal CFO Solutions sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,290 shares — an estimated $258K sold.

Personal CFO Solutions first reported a position in HSY in Q4 2022 and held it in 4 quarters. The position peaked at $303K in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Personal CFO Solutions reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 1,290 Hershey shares in Q4 2023, an estimated $258K.
  • Personal CFO Solutions first reported a position in Hershey in Q4 2022 and held it in 4 quarters.
  • Personal CFO Solutions's Hershey position peaked at $303K in Q1 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.