Smith Salley Wealth Management’s Hershey HSY Stock Holding History

Smith Salley 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
2022 Q2	–	Sell	-4,109	Closed	-$890K	–	232
2022 Q1	$890K	Sell	4,109 -10	-0.2%	-$2.03K	0.07%	147
2021 Q4	$797K	Buy	4,119 +227	+6%	+$41.1K	0.06%	161
2021 Q3	$659K	Buy	3,892 +315	+9%	+$55.7K	0.05%	173
2021 Q2	$623K	Buy	3,577 +335	+10%	+$56.4K	0.05%	173
2021 Q1	$513K	Sell	3,242 -34	-1%	-$5.12K	0.05%	168
2020 Q4	$499K	Buy	3,276 +729	+29%	+$108K	0.05%	157
2020 Q3	$365K	Buy	2,547 +30	+1%	+$4.25K	0.04%	150
2020 Q2	$326K	Buy	2,517 +344	+16%	+$46.2K	0.04%	154
2020 Q1	$288K	Sell	2,173 -418	-16%	-$61.7K	0.05%	153
2019 Q4	$381K	Buy	2,591 +126	+5%	+$18.7K	0.05%	145
2019 Q3	$382K	Sell	2,465 -675	-21%	-$102K	0.05%	142
2019 Q2	$421K	Buy	3,140 +150	+5%	+$19.1K	0.06%	133
2019 Q1	$343K	Buy	2,990 +906	+43%	+$98.7K	0.06%	142
2018 Q4	$223K	Buy	2,084 +36	+2%	+$3.83K	0.04%	160
2018 Q3	$209K	Buy	+2,048	New	+$202K	0.03%	179

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Smith Salley Wealth Management's HSY Position: Q2 2022 in Review

Smith Salley Wealth Management sold out of Hershey (HSY) in Q2 2022, closing a stake of 4,109 shares — an estimated $890K sold.

Smith Salley Wealth Management first reported a position in HSY in Q3 2018 and held it in 15 quarters. The position peaked at $890K in Q1 2022. 1,210 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

Smith Salley Wealth Management reported no remaining Hershey position as of Q2 2022 after selling out during the quarter.
Smith Salley Wealth Management sold 4,109 Hershey shares in Q2 2022, an estimated $890K.
Smith Salley Wealth Management first reported a position in Hershey in Q3 2018 and held it in 15 quarters.
Smith Salley Wealth Management's Hershey position peaked at $890K in Q1 2022.
1,210 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Smith Salley Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.