TVWM
HSY icon

Tower View Wealth Management’s Hershey HSY Stock Holding History

Tower View 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
Q3 		– Sell
-1,043
Closed -$192K – 196
2024
Q2 		$192K Sell
1,043
-140
-12% -$27.1K 0.11% 53
2024
Q1 		$230K Sell
1,183
-3,000
-72% -$579K 0.13% 57
2023
Q4 		$780K Sell
4,183
-353
-8% -$66.9K 0.48% 44
2023
Q3 		$908K Buy
4,536
+231
+5% +$51.7K 0.64% 43
2023
Q2 		$1.07M Buy
+4,305
New +$1.13M 0.73% 42

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

Tower View Wealth Management's HSY Position: Q3 2024 in Review

Tower View Wealth Management sold out of Hershey (HSY) in Q3 2024, closing a stake of 1,043 shares — an estimated $192K sold.

Tower View Wealth Management first reported a position in HSY in Q2 2023 and held it in 5 quarters. The position peaked at $1.07M in Q2 2023. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Tower View Wealth Management reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Tower View Wealth Management sold 1,043 Hershey shares in Q3 2024, an estimated $192K.
  • Tower View Wealth Management first reported a position in Hershey in Q2 2023 and held it in 5 quarters.
  • Tower View Wealth Management's Hershey position peaked at $1.07M in Q2 2023.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Tower View Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.