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Realta Investment Advisors’s Hershey HSY Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-1,196
Closed -$220K – 521
2024
Q2 		$220K Sell
1,196
-656
-35% -$127K 0.04% 374
2024
Q1 		$360K Sell
1,852
-92
-5% -$17.7K 0.07% 289
2023
Q4 		$363K Buy
1,944
+395
+26% +$74.8K 0.08% 276
2023
Q3 		$387K Hold
1,549
– – 0.09% 246
2023
Q2 		$387K Sell
1,549
-50
-3% -$13.1K 0.08% 259
2023
Q1 		$407K Buy
1,599
+267
+20% +$62.7K 0.1% 236
2022
Q4 		$308K Buy
1,332
+179
+16% +$41.3K 0.08% 291
2022
Q3 		$254K Buy
1,153
+248
+27% +$55.6K 0.07% 313
2022
Q2 		$200K Sell
905
-33
-4% -$7.19K 0.05% 362
2022
Q1 		$203K Buy
+938
New +$191K 0.04% 396
2020
Q1 		– Sell
-146
Closed -$21K – 774
2019
Q4 		$21K Buy
+146
New +$21.6K 0.01% 912
2019
Q3 		– Sell
-17
Closed -$2K – 1692
2019
Q2 		$2K Sell
17
-1,649
-99% -$209K ﹤0.01% 1557
2019
Q1 		$192K Buy
+1,666
New +$181K 0.09% 271

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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

Realta Investment Advisors's HSY Position: Q3 2024 in Review

Realta Investment Advisors sold out of Hershey (HSY) in Q3 2024, closing a stake of 1,196 shares — an estimated $220K sold.

Realta Investment Advisors first reported a position in HSY in Q1 2019 and held it in 13 quarters. The position peaked at $407K in Q1 2023. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Realta Investment Advisors reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,196 Hershey shares in Q3 2024, an estimated $220K.
  • Realta Investment Advisors first reported a position in Hershey in Q1 2019 and held it in 13 quarters.
  • Realta Investment Advisors's Hershey position peaked at $407K in Q1 2023.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.