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SYSTM Wealth Solutions’s Hershey HSY Stock Holding History

SYSTM Wealth Solutions’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
Q3 		$168K Sell
878
-32,444
-97% -$6.31M 5.11% 2
2024
Q2 		$6.13M Buy
33,322
+1,478
+5% +$286K 1.37% 20
2024
Q1 		$6.19M Buy
+31,844
New +$6.14M 0.78% 28

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

SYSTM Wealth Solutions's HSY Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Hershey (HSY) stake by 97% in Q3 2024, selling an estimated $6.31M and leaving 878 shares worth $168K. The position accounts for 5.11% of the portfolio, ranked #2.

SYSTM Wealth Solutions first reported a position in HSY in Q1 2024 and has held it in 3 quarters since. The position peaked at $6.19M in Q1 2024. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • SYSTM Wealth Solutions held 878 shares of Hershey worth $168K as of Q3 2024.
  • SYSTM Wealth Solutions sold 32,444 Hershey shares in Q3 2024, an estimated $6.31M.
  • Hershey made up 5.11% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #2 holding.
  • SYSTM Wealth Solutions first reported a position in Hershey in Q1 2024 and has held it in 3 quarters since.
  • SYSTM Wealth Solutions's Hershey position peaked at $6.19M in Q1 2024.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.