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Wealthspire Advisors (Maryland)’s Hershey HSY Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$456K Sell
3,181
-311
-9% -$44.1K 0.02% 290
2020
Q2 		$453K Sell
3,492
-84
-2% -$11.3K 0.03% 277
2020
Q1 		$474K Sell
3,576
-186
-5% -$27.4K 0.04% 240
2019
Q4 		$553K Buy
3,762
+39
+1% +$5.78K 0.04% 263
2019
Q3 		$577K Buy
3,723
+15
+0.4% +$2.27K 0.04% 235
2019
Q2 		$497K Sell
3,708
-2
-0.1% -$254 0.04% 257
2019
Q1 		$426K Sell
3,710
-26
-0.7% -$2.83K 0.03% 281
2018
Q4 		$400K Buy
3,736
+260
+7% +$27.6K 0.04% 260
2018
Q3 		$355K Sell
3,476
-6
-0.2% -$593 0.03% 316
2018
Q2 		$324K Buy
3,482
+6
+0.2% +$559 0.03% 338
2018
Q1 		$344K Buy
3,476
+15
+0.4% +$1.55K 0.03% 327
2017
Q4 		$393K Buy
3,461
+13
+0.4% +$1.43K 0.04% 310
2017
Q3 		$376K Buy
3,448
+102
+3% +$10.9K 0.04% 306
2017
Q2 		$359K Sell
3,346
-38
-1% -$4.19K 0.04% 299
2017
Q1 		$370K Sell
3,384
-327
-9% -$35.1K 0.05% 247
2016
Q4 		$384K Sell
3,711
-1,094
-23% -$108K 0.06% 221
2016
Q3 		$459K Sell
4,805
-1,060
-18% -$112K 0.07% 184
2016
Q2 		$666K Sell
5,865
-856
-13% -$80.1K 0.11% 133
2016
Q1 		$619K Buy
6,721
+964
+17% +$86K 0.11% 128
2015
Q4 		$514K Buy
+5,757
New +$516K 0.1% 147

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HSY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Hershey (HSY) stake by 8.9% in Q3 2020, selling an estimated $44.1K and leaving 3,181 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #290.

Wealthspire Advisors (Maryland) first reported a position in HSY in Q4 2015 and has held it in 20 quarters since. The position peaked at $666K in Q2 2016. 925 funds tracked by Wall St. Rank hold HSY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,181 shares of Hershey worth $456K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 311 Hershey shares in Q3 2020, an estimated $44.1K.
  • Hershey made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #290 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Hershey in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Hershey position peaked at $666K in Q2 2016.
  • 925 funds tracked by Wall St. Rank held Hershey as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.