Ropes Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.29M | Sell |
6,426
-17
| -0.3% | -$3.81K | 0.25% | 90 |
|
|
2023
Q2 | $1.61M | Buy |
6,443
+1
| +0% | +$262 | 0.27% | 88 |
|
|
2023
Q1 | $1.64M | Sell |
6,442
-2
| -0% | -$470 | 0.3% | 88 |
|
|
2022
Q4 | $1.49M | Sell |
6,444
-345
| -5% | -$79.5K | 0.27% | 90 |
|
|
2022
Q3 | $1.5M | Buy |
6,789
+2
| +0% | +$448 | 0.31% | 79 |
|
|
2022
Q2 | $1.46M | Buy |
6,787
+1
| +0% | +$218 | 0.3% | 86 |
|
|
2022
Q1 | $1.47M | Buy |
6,786
+2
| +0% | +$406 | 0.25% | 96 |
|
|
2021
Q4 | $1.31M | Sell |
6,784
-175
| -3% | -$31.7K | 0.23% | 95 |
|
|
2021
Q3 | $1.18M | Sell |
6,959
-111
| -2% | -$19.6K | 0.19% | 101 |
|
|
2021
Q2 | $1.23M | Sell |
7,070
-20
| -0.3% | -$3.37K | 0.19% | 102 |
|
|
2021
Q1 | $1.2M | Sell |
7,090
-19
| -0.3% | -$2.86K | 0.21% | 98 |
|
|
2020
Q4 | $1.08M | Sell |
7,109
-21
| -0.3% | -$3.11K | 0.17% | 90 |
|
|
2020
Q3 | $1.02M | Buy |
7,130
+2
| +0% | +$284 | 0.2% | 87 |
|
|
2020
Q2 | $924K | Buy |
7,128
+956
| +15% | +$129K | 0.19% | 88 |
|
|
2020
Q1 | $818K | Hold |
6,172
| – | – | 0.21% | 86 |
|
|
2019
Q4 | $907K | Buy |
6,172
+100
| +2% | +$14.8K | 0.2% | 97 |
|
|
2019
Q3 | $941K | Buy |
6,072
+200
| +3% | +$30.2K | 0.2% | 96 |
|
|
2019
Q2 | $787K | Buy |
5,872
+550
| +10% | +$69.9K | 0.17% | 101 |
|
|
2019
Q1 | $611K | Sell |
5,322
-40
| -0.7% | -$4.36K | 0.16% | 123 |
|
|
2018
Q4 | $575K | Hold |
5,362
| – | – | 0.17% | 119 |
|
|
2018
Q3 | $547K | Hold |
5,362
| – | – | 0.14% | 135 |
|
|
2018
Q2 | $499K | Sell |
5,362
-35
| -0.6% | -$3.26K | 0.13% | 136 |
|
|
2018
Q1 | $534K | Sell |
5,397
-25
| -0.5% | -$2.58K | 0.15% | 132 |
|
|
2017
Q4 | $615K | Sell |
5,422
-25
| -0.5% | -$2.75K | 0.16% | 125 |
|
|
2017
Q3 | $595K | Hold |
5,447
| – | – | 0.16% | 120 |
|
|
2017
Q2 | $585K | Buy |
5,447
+100
| +2% | +$11K | 0.17% | 117 |
|
|
2017
Q1 | $584K | Sell |
5,347
-40
| -0.7% | -$4.29K | 0.17% | 118 |
|
|
2016
Q4 | $557K | Hold |
5,387
| – | – | 0.17% | 113 |
|
|
2016
Q3 | $515K | Hold |
5,387
| – | – | 0.17% | 115 |
|
|
2016
Q2 | $611K | Sell |
5,387
-118
| -2% | -$11K | 0.21% | 95 |
|
|
2016
Q1 | $507K | Hold |
5,505
| – | – | 0.22% | 77 |
|
|
2015
Q4 | $491K | Hold |
5,505
| – | – | 0.22% | 78 |
|
|
2015
Q3 | $506K | Hold |
5,505
| – | – | 0.27% | 68 |
|
|
2015
Q2 | $489K | Buy |
5,505
+225
| +4% | +$21.2K | 0.27% | 71 |
|
|
2015
Q1 | $533K | Buy |
+5,280
| New | +$551K | 0.28% | 67 |
|
Other funds holding HSY
HTC
Ropes Wealth Advisors's HSY Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its Hershey (HSY) stake by 0.26% in Q3 2023, selling an estimated $3.81K and leaving 6,426 shares worth $1.29M. The position accounts for 0.25% of the portfolio, ranked #90.
Ropes Wealth Advisors first reported a position in HSY in Q1 2015 and has held it in 35 quarters since. The position peaked at $1.64M in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.
- Ropes Wealth Advisors held 6,426 shares of Hershey worth $1.29M as of Q3 2023.
- Ropes Wealth Advisors sold 17 Hershey shares in Q3 2023, an estimated $3.81K.
- Hershey made up 0.25% of Ropes Wealth Advisors's portfolio in Q3 2023, its #90 holding.
- Ropes Wealth Advisors first reported a position in Hershey in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's Hershey position peaked at $1.64M in Q1 2023.
- 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.