SWA
HSY icon

ShankerValleau Wealth Advisors’s Hershey HSY Stock Holding History

ShankerValleau 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
2023
Q3 		– Sell
-847
Closed -$211K – 23
2023
Q2 		$211K Hold
847
– – 0.12% 22
2023
Q1 		$215K Buy
+847
New +$199K 0.13% 19

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ShankerValleau Wealth Advisors's HSY Position: Q3 2023 in Review

ShankerValleau Wealth Advisors sold out of Hershey (HSY) in Q3 2023, closing a stake of 847 shares — an estimated $211K sold.

ShankerValleau Wealth Advisors first reported a position in HSY in Q1 2023 and held it in 2 quarters. The position peaked at $215K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • ShankerValleau Wealth Advisors reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • ShankerValleau Wealth Advisors sold 847 Hershey shares in Q3 2023, an estimated $211K.
  • ShankerValleau Wealth Advisors first reported a position in Hershey in Q1 2023 and held it in 2 quarters.
  • ShankerValleau Wealth Advisors's Hershey position peaked at $215K in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on ShankerValleau Wealth Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.