Total Clarity Wealth Management’s Hershey HSY Stock Holding History

Total Clarity 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
2023 Q3	–	Sell	-823	Closed	-$205K	–	226
2023 Q2	$205K	Buy	+823	New	+$216K	0.1%	202
2022 Q3	–	Sell	-702	Closed	-$151K	–	546
2022 Q2	$151K	Buy	+702	New	+$153K	0.08%	250

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Total Clarity Wealth Management's HSY Position: Q3 2023 in Review

Total Clarity Wealth Management sold out of Hershey (HSY) in Q3 2023, closing a stake of 823 shares — an estimated $205K sold.

Total Clarity Wealth Management first reported a position in HSY in Q2 2022 and held it in 2 quarters. The position peaked at $205K in Q2 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Total Clarity Wealth Management reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 823 Hershey shares in Q3 2023, an estimated $205K.
Total Clarity Wealth Management first reported a position in Hershey in Q2 2022 and held it in 2 quarters.
Total Clarity Wealth Management's Hershey position peaked at $205K in Q2 2023.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Total Clarity Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.