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Phoenix Wealth Advisors’s Hershey HSY Stock Holding History

Phoenix Wealth Advisors’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
2021
Q4 		– Sell
-298
Closed -$50K – 222
2021
Q3 		$50K Hold
298
– – 0.04% 192
2021
Q2 		$52K Hold
298
– – 0.04% 185
2021
Q1 		$47K Hold
298
– – 0.04% 192
2020
Q4 		$45K Buy
+298
New +$44.1K 0.03% 195

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phoenix Wealth Advisors's HSY Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Hershey (HSY) in Q4 2021, closing a stake of 298 shares — an estimated $50K sold.

Phoenix Wealth Advisors first reported a position in HSY in Q4 2020 and held it in 4 quarters. The position peaked at $52K in Q2 2021. 1,137 funds tracked by Wall St. Rank hold HSY as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Hershey position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 298 Hershey shares in Q4 2021, an estimated $50K.
  • Phoenix Wealth Advisors first reported a position in Hershey in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Hershey position peaked at $52K in Q2 2021.
  • 1,137 funds tracked by Wall St. Rank held Hershey as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.