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Precision Wealth Strategies’s Hershey HSY Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-1,292
Closed -$225K – 126
2021
Q2 		$225K Sell
1,292
-267
-17% -$45K 0.19% 102
2021
Q1 		$247K Buy
1,559
+108
+7% +$16.3K 0.24% 70
2020
Q4 		$221K Buy
+1,451
New +$215K 0.24% 51

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Precision Wealth Strategies's HSY Position: Q3 2021 in Review

Precision Wealth Strategies sold out of Hershey (HSY) in Q3 2021, closing a stake of 1,292 shares — an estimated $225K sold.

Precision Wealth Strategies first reported a position in HSY in Q4 2020 and held it in 3 quarters. The position peaked at $247K in Q1 2021. 1,037 funds tracked by Wall St. Rank hold HSY as of Q3 2021.

  • Precision Wealth Strategies reported no remaining Hershey position as of Q3 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,292 Hershey shares in Q3 2021, an estimated $225K.
  • Precision Wealth Strategies first reported a position in Hershey in Q4 2020 and held it in 3 quarters.
  • Precision Wealth Strategies's Hershey position peaked at $247K in Q1 2021.
  • 1,037 funds tracked by Wall St. Rank held Hershey as of Q3 2021.

Based on Precision Wealth Strategies's 13F filing for Q3 2021, filed 2 Nov 2021.