Visionary Wealth Advisors’s Hershey HSY Stock Holding History

Visionary 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	-898	Closed	-$224K	–	462
2023 Q2	$224K	Buy	+898	New	+$236K	0.02%	415

Other funds holding HSY

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

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

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

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

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

Visionary Wealth Advisors sold out of Hershey (HSY) in Q3 2023, closing a stake of 898 shares — an estimated $224K sold.

Visionary Wealth Advisors first reported a position in HSY in Q2 2023 and held it in 1 quarter. The position peaked at $224K in Q2 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Visionary Wealth Advisors reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 898 Hershey shares in Q3 2023, an estimated $224K.
Visionary Wealth Advisors first reported a position in Hershey in Q2 2023 and held it in 1 quarter.
Visionary Wealth Advisors's Hershey position peaked at $224K in Q2 2023.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

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