TPB Wealth Advisors’s Hershey HSY Stock Holding History

TPB Wealth Advisors’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 Q1	–	Sell	-1,260	Closed	-$292K	–	39
2022 Q4	$292K	Hold	1,260	–	–	0.15%	40
2022 Q3	$278K	Sell	1,260 -180	-13%	-$40.3K	0.13%	39
2022 Q2	$310K	Buy	1,440 +180	+14%	+$39.2K	0.14%	42
2022 Q1	$273K	Hold	1,260	–	–	0.1%	39
2021 Q4	$244K	Hold	1,260	–	–	0.12%	44
2021 Q3	$213K	Buy	+1,260	New	+$223K	0.15%	37

Other funds holding HSY

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TPB Wealth Advisors's HSY Position: Q1 2023 in Review

TPB Wealth Advisors sold out of Hershey (HSY) in Q1 2023, closing a stake of 1,260 shares — an estimated $292K sold.

TPB Wealth Advisors first reported a position in HSY in Q3 2021 and held it in 6 quarters. The position peaked at $310K in Q2 2022. 1,334 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

TPB Wealth Advisors reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
TPB Wealth Advisors sold 1,260 Hershey shares in Q1 2023, an estimated $292K.
TPB Wealth Advisors first reported a position in Hershey in Q3 2021 and held it in 6 quarters.
TPB Wealth Advisors's Hershey position peaked at $310K in Q2 2022.
1,334 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.