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WealthPLAN Partners’s Hershey HSY Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-19
Closed -$4.74K – 662
2023
Q2 		$4.74K Buy
19
+11
+138% +$2.88K ﹤0.01% 921
2023
Q1 		$2.04K Sell
8
-14,785
-100% -$3.47M ﹤0.01% 1128
2022
Q4 		$3.53M Buy
+14,793
New +$3.41M 0.25% 85
2017
Q2 		– Sell
-155
Closed -$16.9K – 288
2017
Q1 		$16.9K Buy
+155
New +$16.6K 0.06% 202
2016
Q3 		$39.9K Sell
420
-420
-50% -$44.4K 0.01% 374
2016
Q2 		$47.7K Buy
+840
New +$78.6K 0.01% 952
2015
Q4 		$13.8K Buy
+155
New +$13.9K ﹤0.01% 1044

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's HSY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Hershey (HSY) in Q3 2023, closing a stake of 19 shares — an estimated $4.74K sold.

WealthPLAN Partners first reported a position in HSY in Q4 2015 and held it in 7 quarters. The position peaked at $3.53M in Q4 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • WealthPLAN Partners reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 19 Hershey shares in Q3 2023, an estimated $4.74K.
  • WealthPLAN Partners first reported a position in Hershey in Q4 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Hershey position peaked at $3.53M in Q4 2022.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.