WIM
HSY icon

WealthPlan Investment Management’s Hershey HSY Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-19,008
Closed -$4.84M – 413
2023
Q1 		$4.84M Buy
19,008
+4,215
+28% +$990K 0.83% 48
2022
Q4 		$3.55M Buy
+14,793
New +$3.41M 0.25% 85

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

WealthPlan Investment Management's HSY Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Hershey (HSY) in Q2 2023, closing a stake of 19,008 shares — an estimated $4.84M sold.

WealthPlan Investment Management first reported a position in HSY in Q4 2022 and held it in 2 quarters. The position peaked at $4.84M in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 19,008 Hershey shares in Q2 2023, an estimated $4.84M.
  • WealthPlan Investment Management first reported a position in Hershey in Q4 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Hershey position peaked at $4.84M in Q1 2023.
  • 1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.