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TRUE Private Wealth Advisors’s Hershey HSY Stock Holding History

TRUE Private 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
2024
Q3 		– Sell
-2,265
Closed -$416K – 242
2024
Q2 		$416K Buy
2,265
+242
+12% +$46.8K 0.05% 182
2024
Q1 		$393K Buy
2,023
+119
+6% +$23K 0.05% 199
2023
Q4 		$355K Buy
1,904
+603
+46% +$114K 0.04% 199
2023
Q3 		$260K Buy
1,301
+268
+26% +$60K 0.04% 214
2023
Q2 		$258K Sell
1,033
-10
-1% -$2.62K 0.04% 195
2023
Q1 		$265K Buy
1,043
+18
+2% +$4.23K 0.04% 189
2022
Q4 		$237K Sell
1,025
-318
-24% -$73.3K 0.04% 193
2022
Q3 		$296K Buy
1,343
+30
+2% +$6.72K 0.04% 153
2022
Q2 		$282K Hold
1,313
– – 0.04% 172
2022
Q1 		$295K Buy
1,313
+14
+1% +$2.84K 0.04% 178
2021
Q4 		$251K Sell
1,299
-196
-13% -$35.5K 0.04% 222
2021
Q3 		$253K Sell
1,495
-31
-2% -$5.48K 0.04% 206
2021
Q2 		$265K Sell
1,526
-1,016
-40% -$171K 0.04% 192
2021
Q1 		$402K Sell
2,542
-763
-23% -$115K 0.07% 151
2020
Q4 		$503K Sell
3,305
-118
-3% -$17.5K 0.08% 126
2020
Q3 		$490K Sell
3,423
-128
-4% -$18.2K 0.08% 124
2020
Q2 		$460K Buy
3,551
+3,148
+781% +$423K 0.08% 124
2020
Q1 		$53K Hold
403
– – 0.01% 279
2019
Q4 		$59K Buy
+403
New +$59.8K 0.01% 347
2019
Q3 		– Sell
-402
Closed -$53K – 450
2019
Q2 		$53K Buy
+402
New +$51.1K 0.01% 335
2018
Q4 		– Sell
-127
Closed -$12.9K – 551
2018
Q3 		$12.9K Buy
+127
New +$12.6K ﹤0.01% 698

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

TRUE Private Wealth Advisors's HSY Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Hershey (HSY) in Q3 2024, closing a stake of 2,265 shares — an estimated $416K sold.

TRUE Private Wealth Advisors first reported a position in HSY in Q3 2018 and held it in 21 quarters. The position peaked at $503K in Q4 2020. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,265 Hershey shares in Q3 2024, an estimated $416K.
  • TRUE Private Wealth Advisors first reported a position in Hershey in Q3 2018 and held it in 21 quarters.
  • TRUE Private Wealth Advisors's Hershey position peaked at $503K in Q4 2020.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.