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WealthShield Partners’s Hershey HSY Stock Holding History

WealthShield 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
-831
Closed -$207K – 493
2023
Q2 		$207K Buy
831
+1
+0.1% +$262 0.03% 288
2023
Q1 		$211K Sell
830
-200
-19% -$47K 0.03% 287
2022
Q4 		$239K Sell
1,030
-120
-10% -$27.7K 0.05% 266
2022
Q3 		$254K Hold
1,150
– – 0.05% 261
2022
Q2 		$247K Sell
1,150
-68
-6% -$14.8K 0.05% 267
2022
Q1 		$264K Sell
1,218
-68
-5% -$13.8K 0.04% 296
2021
Q4 		$249K Buy
+1,286
New +$233K 0.04% 253
2021
Q3 		– Sell
-1,127
Closed -$196K – 455
2021
Q2 		$196K Buy
1,127
+25
+2% +$4.21K 0.03% 262
2021
Q1 		$174K Buy
+1,102
New +$166K 0.03% 272

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WealthShield Partners's HSY Position: Q3 2023 in Review

WealthShield Partners sold out of Hershey (HSY) in Q3 2023, closing a stake of 831 shares — an estimated $207K sold.

WealthShield Partners first reported a position in HSY in Q1 2021 and held it in 9 quarters. The position peaked at $264K in Q1 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • WealthShield Partners reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • WealthShield Partners sold 831 Hershey shares in Q3 2023, an estimated $207K.
  • WealthShield Partners first reported a position in Hershey in Q1 2021 and held it in 9 quarters.
  • WealthShield Partners's Hershey position peaked at $264K in Q1 2022.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on WealthShield Partners's 13F filing for Q3 2023, filed 25 Oct 2023.