PFG Private Wealth Management’s Hershey HSY Stock Holding History

PFG Private 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
2022 Q4	–	Sell	-17	Closed	-$4K	–	383
2022 Q3	$4K	Buy	+17	New	+$3.81K	﹤0.01%	225
2022 Q1	–	Sell	-544	Closed	-$105K	–	322
2021 Q4	$105K	Buy	544 +79	+17%	+$14.3K	0.05%	100
2021 Q3	$79K	Buy	+465	New	+$82.2K	0.05%	105

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PFG Private Wealth Management's HSY Position: Q4 2022 in Review

PFG Private Wealth Management sold out of Hershey (HSY) in Q4 2022, closing a stake of 17 shares — an estimated $4K sold.

PFG Private Wealth Management first reported a position in HSY in Q3 2021 and held it in 3 quarters. The position peaked at $105K in Q4 2021. 1,293 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

PFG Private Wealth Management reported no remaining Hershey position as of Q4 2022 after selling out during the quarter.
PFG Private Wealth Management sold 17 Hershey shares in Q4 2022, an estimated $4K.
PFG Private Wealth Management first reported a position in Hershey in Q3 2021 and held it in 3 quarters.
PFG Private Wealth Management's Hershey position peaked at $105K in Q4 2021.
1,293 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on PFG Private Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.