PWMAG
HSY icon

Pinnacle Wealth Management Advisory Group’s Hershey HSY Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-1,220
Closed -$244K – 345
2023
Q3 		$244K Sell
1,220
-458
-27% -$103K 0.03% 265
2023
Q2 		$419K Buy
1,678
+65
+4% +$17K 0.05% 200
2023
Q1 		$410K Buy
1,613
+178
+12% +$41.8K 0.06% 196
2022
Q4 		$332K Buy
1,435
+39
+3% +$8.99K 0.05% 211
2022
Q3 		$308K Sell
1,396
-269
-16% -$60.3K 0.05% 211
2022
Q2 		$358K Buy
1,665
+200
+14% +$43.6K 0.06% 201
2022
Q1 		$317K Buy
1,465
+170
+13% +$34.5K 0.05% 220
2021
Q4 		$251K Buy
1,295
+10
+0.8% +$1.81K 0.04% 235
2021
Q3 		$217K Hold
1,285
– – 0.05% 207
2021
Q2 		$224K Hold
1,285
– – 0.05% 204
2021
Q1 		$203K Buy
+1,285
New +$194K 0.06% 186
2020
Q4 		– Sell
-1,475
Closed -$211K – 187
2020
Q3 		$211K Buy
+1,475
New +$209K 0.07% 170
2020
Q2 		– Sell
-1,715
Closed -$227K – 181
2020
Q1 		$227K Sell
1,715
-550
-24% -$81.1K 0.11% 138
2019
Q4 		$333K Buy
2,265
+155
+7% +$23K 0.12% 141
2019
Q3 		$327K Buy
2,110
+160
+8% +$24.2K 0.14% 135
2019
Q2 		$261K Buy
1,950
+160
+9% +$20.3K 0.11% 155
2019
Q1 		$206K Buy
+1,790
New +$195K 0.09% 173

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

Pinnacle Wealth Management Advisory Group's HSY Position: Q4 2023 in Review

Pinnacle Wealth Management Advisory Group sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,220 shares — an estimated $244K sold.

Pinnacle Wealth Management Advisory Group first reported a position in HSY in Q1 2019 and held it in 17 quarters. The position peaked at $419K in Q2 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Pinnacle Wealth Management Advisory Group reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 1,220 Hershey shares in Q4 2023, an estimated $244K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Hershey in Q1 2019 and held it in 17 quarters.
  • Pinnacle Wealth Management Advisory Group's Hershey position peaked at $419K in Q2 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.