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Personal Wealth Partners’s Hershey HSY Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-8
Closed -$1K – 288
2019
Q4 		$1K Sell
8
-100
-93% -$14.8K ﹤0.01% 424
2019
Q3 		$17K Buy
108
+8
+8% +$1.21K 0.01% 209
2019
Q2 		$13K Buy
+100
New +$12.7K 0.01% 201

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Personal Wealth Partners's HSY Position: Q1 2020 in Review

Personal Wealth Partners sold out of Hershey (HSY) in Q1 2020, closing a stake of 8 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in HSY in Q2 2019 and held it in 3 quarters. The position peaked at $17K in Q3 2019. 916 funds tracked by Wall St. Rank hold HSY as of Q1 2020.

  • Personal Wealth Partners reported no remaining Hershey position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 8 Hershey shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Hershey in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Hershey position peaked at $17K in Q3 2019.
  • 916 funds tracked by Wall St. Rank held Hershey as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.