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V Wealth Advisors’s Hershey HSY Stock Holding History

V 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
Q3 		– Sell
-1,268
Closed -$317K – 219
2023
Q2 		$317K Buy
1,268
+117
+10% +$30.7K 0.05% 283
2023
Q1 		$293K Buy
1,151
+40
+4% +$9.4K 0.05% 295
2022
Q4 		$257K Sell
1,111
-102
-8% -$23.5K 0.05% 299
2022
Q3 		$267K Buy
1,213
+192
+19% +$43K 0.05% 305
2022
Q2 		$220K Buy
1,021
+2
+0.2% +$436 0.04% 368
2022
Q1 		$221K Buy
+1,019
New +$207K 0.04% 403
2021
Q3 		– Sell
-1,195
Closed -$210K – 552
2021
Q2 		$210K Buy
+1,195
New +$201K 0.03% 446
2017
Q3 		– Sell
-100
Closed -$11K – 430
2017
Q2 		$11K Buy
+100
New +$11K 0.01% 546

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

V Wealth Advisors's HSY Position: Q3 2023 in Review

V Wealth Advisors sold out of Hershey (HSY) in Q3 2023, closing a stake of 1,268 shares — an estimated $317K sold.

V Wealth Advisors first reported a position in HSY in Q2 2017 and held it in 8 quarters. The position peaked at $317K in Q2 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • V Wealth Advisors reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 1,268 Hershey shares in Q3 2023, an estimated $317K.
  • V Wealth Advisors first reported a position in Hershey in Q2 2017 and held it in 8 quarters.
  • V Wealth Advisors's Hershey position peaked at $317K in Q2 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.