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Sound View Wealth Advisors’s Hershey HSY Stock Holding History

Sound View 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
2019
Q1 		$402K Buy
3,499
+1
+0% +$109 0.13% 155
2018
Q4 		$375K Buy
+3,498
New +$372K 0.14% 148

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound View Wealth Advisors's HSY Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Hershey (HSY) stake by 0.03% in Q1 2019, buying an estimated $109 and bringing the position to 3,499 shares worth $402K. The position accounts for 0.13% of the portfolio, ranked #155.

Sound View Wealth Advisors first reported a position in HSY in Q4 2018 and has held it in 2 quarters since. 859 funds tracked by Wall St. Rank hold HSY as of Q1 2019.

  • Sound View Wealth Advisors held 3,499 shares of Hershey worth $402K as of Q1 2019.
  • Sound View Wealth Advisors bought 1 Hershey share in Q1 2019, an estimated $109.
  • Hershey made up 0.13% of Sound View Wealth Advisors's portfolio in Q1 2019, its #155 holding.
  • Sound View Wealth Advisors first reported a position in Hershey in Q4 2018 and has held it in 2 quarters since.
  • 859 funds tracked by Wall St. Rank held Hershey as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.