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TFO Wealth Partners’s Hershey HSY Stock Holding History

TFO Wealth Partners’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
-1
Closed -$195 – 377
2024
Q1 		$195 Hold
1
– – ﹤0.01% 493
2023
Q4 		$186 Sell
1
-3
-75% -$568 ﹤0.01% 662
2023
Q3 		$999 Buy
4
+3
+300% +$672 ﹤0.01% 284
2023
Q2 		$250 Hold
1
– – ﹤0.01% 449
2023
Q1 		$254 Sell
1
-280
-100% -$65.8K ﹤0.01% 418
2022
Q4 		$2.39K Buy
+281
New +$64.8K ﹤0.01% 233
2022
Q3 		– Sell
-18
Closed -$4K – 290
2022
Q2 		$4K Buy
+18
New +$3.92K ﹤0.01% 225

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

TFO Wealth Partners's HSY Position: Q2 2024 in Review

TFO Wealth Partners sold out of Hershey (HSY) in Q2 2024, closing a stake of 1 share — an estimated $195 sold.

TFO Wealth Partners first reported a position in HSY in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • TFO Wealth Partners reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Hershey share in Q2 2024, an estimated $195.
  • TFO Wealth Partners first reported a position in Hershey in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Hershey position peaked at $4K in Q2 2022.
  • 1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.