Wagner Wealth Management (South Carolina)’s Hershey HSY Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-385	Closed	-$85K	–	461
2022 Q3	$85K	Buy	385 +26	+7%	+$5.83K	0.06%	160
2022 Q2	$77K	Buy	+359	New	+$78.2K	0.06%	165
2022 Q1	–	Sell	-309	Closed	-$60K	–	413
2021 Q4	$60K	Buy	309 +1	+0.3%	+$181	0.05%	233
2021 Q3	$54K	Buy	308 +12	+4%	+$2.12K	0.04%	237
2021 Q2	$52K	Buy	296 +1	+0.3%	+$168	0.04%	249
2021 Q1	$47K	Buy	+295	New	+$44.4K	0.04%	237
2018 Q3	$11K	Buy	111 +1	+0.9%	+$99	0.01%	409
2018 Q2	$10K	Hold	110	–	–	0.01%	398
2018 Q1	$11K	Sell	110 -32	-23%	-$3.31K	0.01%	356
2017 Q4	$18K	Buy	+142	New	+$15.6K	0.01%	318

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HSY Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Hershey (HSY) in Q4 2022, closing a stake of 385 shares — an estimated $85K sold.

Wagner Wealth Management (South Carolina) first reported a position in HSY in Q4 2017 and held it in 10 quarters. The position peaked at $85K in Q3 2022. 1,294 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Hershey position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 385 Hershey shares in Q4 2022, an estimated $85K.
Wagner Wealth Management (South Carolina) first reported a position in Hershey in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Hershey position peaked at $85K in Q3 2022.
1,294 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.