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Peterson Wealth Management’s Hershey HSY Stock Holding History

Peterson 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
Q2 		– Sell
-5,200
Closed -$1.01M – 55
2024
Q1 		$1.01M Buy
+5,200
New +$1M 0.73% 39
2023
Q3 		– Sell
-1,289
Closed -$322K – 64
2023
Q2 		$322K Buy
1,289
+34
+3% +$8.92K 0.26% 59
2023
Q1 		$319K Sell
1,255
-265
-17% -$62.3K 0.31% 50
2022
Q4 		$352K Sell
1,520
-130
-8% -$30K 0.36% 45
2022
Q3 		$364K Buy
1,650
+406
+33% +$91K 0.34% 46
2022
Q2 		$268K Sell
1,244
-1,801
-59% -$392K 0.35% 43
2022
Q1 		$660K Sell
3,045
-4,484
-60% -$911K 0.44% 50
2021
Q4 		$1.46M Buy
7,529
+208
+3% +$37.7K 0.97% 37
2021
Q3 		$1.24M Sell
7,321
-1
-0% -$177 0.96% 37
2021
Q2 		$1.27M Buy
+7,322
New +$1.23M 1% 37

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peterson Wealth Management's HSY Position: Q2 2024 in Review

Peterson Wealth Management sold out of Hershey (HSY) in Q2 2024, closing a stake of 5,200 shares — an estimated $1.01M sold.

Peterson Wealth Management first reported a position in HSY in Q2 2021 and held it in 10 quarters. The position peaked at $1.46M in Q4 2021. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Peterson Wealth Management reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • Peterson Wealth Management sold 5,200 Hershey shares in Q2 2024, an estimated $1.01M.
  • Peterson Wealth Management first reported a position in Hershey in Q2 2021 and held it in 10 quarters.
  • Peterson Wealth Management's Hershey position peaked at $1.46M in Q4 2021.
  • 1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Peterson Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.