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Wealthcare Capital Management’s Hershey HSY Stock Holding History

Wealthcare Capital Management’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
2020
Q1 		– Sell
-15
Closed -$2K – 439
2019
Q4 		$2K Buy
+15
New +$2.22K ﹤0.01% 476
2015
Q2 		– Sell
-174
Closed -$18K – 605
2015
Q1 		$18K Buy
+174
New +$18.2K ﹤0.01% 422

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 $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Wealthcare Capital Management's HSY Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Hershey (HSY) in Q1 2020, closing a stake of 15 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in HSY in Q1 2015 and held it in 2 quarters. The position peaked at $18K in Q1 2015. 915 funds tracked by Wall St. Rank hold HSY as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Hershey position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 15 Hershey shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Hershey in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Hershey position peaked at $18K in Q1 2015.
  • 915 funds tracked by Wall St. Rank held Hershey as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.