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Wealth Architects’s Hershey HSY Stock Holding History

Wealth Architects’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
Q2 		– Sell
-834
Closed -$212K – 197
2023
Q1 		$212K Buy
+834
New +$196K 0.04% 171

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Architects's HSY Position: Q2 2023 in Review

Wealth Architects sold out of Hershey (HSY) in Q2 2023, closing a stake of 834 shares — an estimated $212K sold.

Wealth Architects first reported a position in HSY in Q1 2023 and held it in 1 quarter. The position peaked at $212K in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

  • Wealth Architects reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
  • Wealth Architects sold 834 Hershey shares in Q2 2023, an estimated $212K.
  • Wealth Architects first reported a position in Hershey in Q1 2023 and held it in 1 quarter.
  • Wealth Architects's Hershey position peaked at $212K in Q1 2023.
  • 1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Wealth Architects's 13F filing for Q2 2023, filed 2 Aug 2023.