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Primoris Wealth Advisors’s Hershey HSY Stock Holding History

Primoris 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
2023
Q3 		– Sell
-2,957
Closed -$738K – 76
2023
Q2 		$738K Sell
2,957
-20,584
-87% -$5.4M 0.81% 31
2023
Q1 		$5.99M Buy
23,541
+2,117
+10% +$497K 7.37% 1
2022
Q4 		$4.96M Buy
+21,424
New +$4.94M 7.64% 1

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primoris Wealth Advisors's HSY Position: Q3 2023 in Review

Primoris Wealth Advisors sold out of Hershey (HSY) in Q3 2023, closing a stake of 2,957 shares — an estimated $738K sold.

Primoris Wealth Advisors first reported a position in HSY in Q4 2022 and held it in 3 quarters. The position peaked at $5.99M in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Primoris Wealth Advisors reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Primoris Wealth Advisors sold 2,957 Hershey shares in Q3 2023, an estimated $738K.
  • Primoris Wealth Advisors first reported a position in Hershey in Q4 2022 and held it in 3 quarters.
  • Primoris Wealth Advisors's Hershey position peaked at $5.99M in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Primoris Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.