Safir Wealth Advisors’s Hershey HSY Stock Holding History

Safir 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
2021 Q1	–	Sell	-400	Closed	-$61K	–	24
2020 Q4	$61K	Buy	+400	New	+$59.2K	0.06%	28

Other funds holding HSY

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Safir Wealth Advisors's HSY Position: Q1 2021 in Review

Safir Wealth Advisors sold out of Hershey (HSY) in Q1 2021, closing a stake of 400 shares — an estimated $61K sold.

Safir Wealth Advisors first reported a position in HSY in Q4 2020 and held it in 1 quarter. The position peaked at $61K in Q4 2020. 1,003 funds tracked by Wall St. Rank hold HSY as of Q1 2021.

Safir Wealth Advisors reported no remaining Hershey position as of Q1 2021 after selling out during the quarter.
Safir Wealth Advisors sold 400 Hershey shares in Q1 2021, an estimated $61K.
Safir Wealth Advisors first reported a position in Hershey in Q4 2020 and held it in 1 quarter.
Safir Wealth Advisors's Hershey position peaked at $61K in Q4 2020.
1,003 funds tracked by Wall St. Rank held Hershey as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.