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Stratos Wealth Advisors’s Hershey HSY Stock Holding History

Stratos 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
2024
Q4 		– Sell
-1,076
Closed -$206K – 743
2024
Q3 		$206K Buy
+1,076
New +$209K 0.01% 698
2024
Q2 		– Sell
-1,184
Closed -$230K – 733
2024
Q1 		$230K Sell
1,184
-132
-10% -$25.5K 0.01% 601
2023
Q4 		$245K Sell
1,316
-188
-13% -$35.6K 0.01% 602
2023
Q3 		$301K Buy
1,504
+269
+22% +$60.2K 0.02% 527
2023
Q2 		$308K Buy
1,235
+83
+7% +$21.8K 0.02% 506
2023
Q1 		$293K Buy
1,152
+105
+10% +$24.7K 0.02% 498
2022
Q4 		$243K Buy
1,047
+32
+3% +$7.38K 0.02% 513
2022
Q3 		$224K Sell
1,015
-260
-20% -$58.3K 0.02% 462
2022
Q2 		$274K Buy
+1,275
New +$278K 0.02% 446

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Stratos Wealth Advisors's HSY Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,076 shares — an estimated $206K sold.

Stratos Wealth Advisors first reported a position in HSY in Q2 2022 and held it in 9 quarters. The position peaked at $308K in Q2 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,076 Hershey shares in Q4 2024, an estimated $206K.
  • Stratos Wealth Advisors first reported a position in Hershey in Q2 2022 and held it in 9 quarters.
  • Stratos Wealth Advisors's Hershey position peaked at $308K in Q2 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.