SWP
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ShoreHaven Wealth Partners’s Hershey HSY Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-240
Closed -$38K – 140
2021
Q1 		$38K Hold
240
– – 0.02% 134
2020
Q4 		$37K Buy
+240
New +$35.5K 0.02% 125

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Geode Capital Management
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Victory Capital Management
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Northern Trust
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Janus Henderson Group
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CIP
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return