SWC
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Spectrum Wealth Counsel’s Hershey HSY Stock Holding History

Spectrum Wealth Counsel’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
2024
Q2 		– Sell
-202
Closed -$39.2K – 394
2024
Q1 		$39.2K Sell
202
-17,325
-99% -$3.34M ﹤0.01% 224
2023
Q4 		$3.27M Buy
+17,527
New +$3.32M 0.45% 57

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spectrum Wealth Counsel's HSY Position: Q2 2024 in Review

Spectrum Wealth Counsel sold out of Hershey (HSY) in Q2 2024, closing a stake of 202 shares — an estimated $39.2K sold.

Spectrum Wealth Counsel first reported a position in HSY in Q4 2023 and held it in 2 quarters. The position peaked at $3.27M in Q4 2023. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Spectrum Wealth Counsel reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 202 Hershey shares in Q2 2024, an estimated $39.2K.
  • Spectrum Wealth Counsel first reported a position in Hershey in Q4 2023 and held it in 2 quarters.
  • Spectrum Wealth Counsel's Hershey position peaked at $3.27M in Q4 2023.
  • 1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q2 2024, filed 8 Aug 2024.