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Wealthstreet Investment Advisors’s Hershey HSY Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q3 		– Sell
-466
Closed -$81K – 80
2021
Q2 		$81K Sell
466
-9,086
-95% -$1.53M 0.42% 53
2021
Q1 		$1.51M Hold
9,552
– – 0.15% 139
2020
Q4 		$1.46M Sell
9,552
-50
-0.5% -$7.4K 0.15% 139
2020
Q3 		$1.38M Sell
9,602
-95
-1% -$13.5K 0.15% 129
2020
Q2 		$1.26M Sell
9,697
-26
-0.3% -$3.5K 0.15% 128
2020
Q1 		$1.29M Buy
9,723
+250
+3% +$36.9K 0.19% 109
2019
Q4 		$1.39M Sell
9,473
-100
-1% -$14.8K 0.16% 123
2019
Q3 		$1.38M Buy
9,573
+278
+3% +$42K 0.18% 117
2019
Q2 		$1.25M Sell
9,295
-105
-1% -$13.3K 0.16% 123
2019
Q1 		$1.08M Hold
9,400
– – 0.14% 137
2018
Q4 		$987K Sell
9,400
-670
-7% -$71.2K 0.14% 138
2018
Q3 		$1.03M Hold
10,070
– – 0.13% 152
2018
Q2 		$937K Hold
10,070
– – 0.12% 157
2018
Q1 		$997K Sell
10,070
-68
-0.7% -$7.03K 0.13% 153
2017
Q4 		$1.15M Buy
+10,138
New +$1.12M 0.14% 146

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthstreet Investment Advisors's HSY Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Hershey (HSY) in Q3 2021, closing a stake of 466 shares — an estimated $81K sold.

Wealthstreet Investment Advisors first reported a position in HSY in Q4 2017 and held it in 15 quarters. The position peaked at $1.51M in Q1 2021. 1,038 funds tracked by Wall St. Rank hold HSY as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Hershey position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 466 Hershey shares in Q3 2021, an estimated $81K.
  • Wealthstreet Investment Advisors first reported a position in Hershey in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's Hershey position peaked at $1.51M in Q1 2021.
  • 1,038 funds tracked by Wall St. Rank held Hershey as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.