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VisionPoint Advisory Group’s Hershey HSY Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-205
Closed -$41.1K – 799
2023
Q3 		$41.1K Buy
+205
New +$45.9K 0.02% 261
2020
Q1 		– Sell
-18,229
Closed -$2.68M – 137
2019
Q4 		$2.68M Buy
18,229
+1,498
+9% +$222K 1.11% 25
2019
Q3 		$2.63M Buy
16,731
+968
+6% +$146K 0.72% 21
2019
Q2 		$2.11M Buy
15,763
+748
+5% +$95K 0.61% 27
2019
Q1 		$1.72M Buy
+15,015
New +$1.63M 0.48% 36

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

VisionPoint Advisory Group's HSY Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Hershey (HSY) in Q4 2023, closing a stake of 205 shares — an estimated $41.1K sold.

VisionPoint Advisory Group first reported a position in HSY in Q1 2019 and held it in 5 quarters. The position peaked at $2.68M in Q4 2019. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 205 Hershey shares in Q4 2023, an estimated $41.1K.
  • VisionPoint Advisory Group first reported a position in Hershey in Q1 2019 and held it in 5 quarters.
  • VisionPoint Advisory Group's Hershey position peaked at $2.68M in Q4 2019.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.