TWM
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Thrive Wealth Management’s Hershey HSY Stock Holding History

Thrive Wealth Management’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
-1,221
Closed -$234K – 211
2024
Q3 		$234K Sell
1,221
-3
-0.2% -$583 0.04% 198
2024
Q2 		$225K Buy
+1,224
New +$237K 0.04% 192

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

Thrive Wealth Management's HSY Position: Q4 2024 in Review

Thrive Wealth Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,221 shares — an estimated $234K sold.

Thrive Wealth Management first reported a position in HSY in Q2 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Thrive Wealth Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 1,221 Hershey shares in Q4 2024, an estimated $234K.
  • Thrive Wealth Management first reported a position in Hershey in Q2 2024 and held it in 2 quarters.
  • Thrive Wealth Management's Hershey position peaked at $234K in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Thrive Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.