Reston Wealth Management’s Hershey HSY Stock Holding History

Reston Wealth Management’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 Q4	–	Sell	-110	Closed	-$21.1K	–	221
2024 Q3	$21.1K	Buy	+110	New	+$21.4K	0.01%	190

Other funds holding HSY

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Reston Wealth Management's HSY Position: Q4 2024 in Review

Reston Wealth Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 110 shares — an estimated $21.1K sold.

Reston Wealth Management first reported a position in HSY in Q3 2024 and held it in 1 quarter. The position peaked at $21.1K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Reston Wealth Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 110 Hershey shares in Q4 2024, an estimated $21.1K.
Reston Wealth Management first reported a position in Hershey in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's Hershey position peaked at $21.1K in Q3 2024.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.