TWM
HSY icon

Tradition Wealth Management’s Hershey HSY Stock Holding History

Tradition 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
Q1 		– Sell
-565
Closed -$105K – 749
2023
Q4 		$105K Sell
565
-9
-2% -$1.71K 0.01% 456
2023
Q3 		$115K Buy
574
+208
+57% +$46.6K 0.01% 408
2023
Q2 		$92K Buy
366
+30
+9% +$7.87K 0.01% 468
2023
Q1 		$86K Buy
+336
New +$78.9K 0.01% 485
2021
Q3 		– Sell
-58
Closed -$10K – 1183
2021
Q2 		$10K Buy
+58
New +$9.77K ﹤0.01% 948
2021
Q1 		– Sell
-57
Closed -$9K – 896
2020
Q4 		$9K Buy
+57
New +$8.43K ﹤0.01% 763

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Tradition Wealth Management's HSY Position: Q1 2024 in Review

Tradition Wealth Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 565 shares — an estimated $105K sold.

Tradition Wealth Management first reported a position in HSY in Q4 2020 and held it in 6 quarters. The position peaked at $115K in Q3 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Tradition Wealth Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 565 Hershey shares in Q1 2024, an estimated $105K.
  • Tradition Wealth Management first reported a position in Hershey in Q4 2020 and held it in 6 quarters.
  • Tradition Wealth Management's Hershey position peaked at $115K in Q3 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.