Private Wealth Strategies’s Hershey HSY Stock Holding History

Private 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
2024 Q2	$735K	Hold	4,000	–	–	0.15%	33
2024 Q1	$778K	Hold	4,000	–	–	0.17%	28
2023 Q4	$746K	Hold	4,000	–	–	0.17%	31
2023 Q3	$800K	Hold	4,000	–	–	0.2%	25
2023 Q2	$999K	Hold	4,000	–	–	0.24%	25
2023 Q1	$1.02M	Hold	4,000	–	–	0.26%	25
2022 Q4	$926K	Hold	4,000	–	–	0.25%	26
2022 Q3	$882K	Hold	4,000	–	–	0.26%	26
2022 Q2	$861K	Hold	4,000	–	–	0.24%	33
2022 Q1	$867K	Hold	4,000	–	–	0.21%	35
2021 Q4	$774K	Hold	4,000	–	–	0.18%	42
2021 Q3	$677K	Hold	4,000	–	–	0.17%	40
2021 Q2	$697K	Hold	4,000	–	–	0.18%	40
2021 Q1	$633K	Hold	4,000	–	–	0.18%	42
2020 Q4	$609K	Hold	4,000	–	–	0.18%	43
2020 Q3	$573K	Hold	4,000	–	–	0.2%	41
2020 Q2	$518K	Hold	4,000	–	–	0.23%	38
2020 Q1	$530K	Hold	4,000	–	–	0.26%	38
2019 Q4	$588K	Buy	+4,000	New	+$593K	0.23%	40

Other funds holding HSY

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Wealth Strategies's HSY Position: Q2 2024 in Review

Private Wealth Strategies held its Hershey (HSY) position steady in Q2 2024 at 4,000 shares worth $735K. The position accounts for 0.15% of the portfolio, ranked #33.

Private Wealth Strategies first reported a position in HSY in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.02M in Q1 2023. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

Private Wealth Strategies held 4,000 shares of Hershey worth $735K as of Q2 2024.
Private Wealth Strategies left its Hershey share count unchanged in Q2 2024.
Hershey made up 0.15% of Private Wealth Strategies's portfolio in Q2 2024, its #33 holding.
Private Wealth Strategies first reported a position in Hershey in Q4 2019 and has held it in 19 quarters since.
Private Wealth Strategies's Hershey position peaked at $1.02M in Q1 2023.
1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.