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WESPAC Advisors’s Hershey HSY Stock Holding History

WESPAC 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
2024
Q4 		– Sell
-4,533
Closed -$869K – 166
2024
Q3 		$869K Buy
4,533
+285
+7% +$55.4K 0.64% 53
2024
Q2 		$781K Sell
4,248
-1,686
-28% -$326K 0.61% 57
2024
Q1 		$1.15M Sell
5,934
-28
-0.5% -$5.4K 0.67% 47
2023
Q4 		$1.11M Sell
5,962
-317
-5% -$60.1K 0.77% 44
2023
Q3 		$1.26M Buy
6,279
+65
+1% +$14.6K 0.94% 33
2023
Q2 		$1.55M Hold
6,214
– – 1.24% 23
2023
Q1 		$1.58M Buy
+6,214
New +$1.46M 1.49% 21
2022
Q4 		– Sell
-5,044
Closed -$1.11M – 75
2022
Q3 		$1.11M Sell
5,044
-2,267
-31% -$508K 1.5% 17
2022
Q2 		$1.57M Buy
7,311
+2,129
+41% +$464K 1.2% 27
2022
Q1 		$1.12M Buy
+5,182
New +$1.05M 1.22% 26

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WESPAC Advisors's HSY Position: Q4 2024 in Review

WESPAC Advisors sold out of Hershey (HSY) in Q4 2024, closing a stake of 4,533 shares — an estimated $869K sold.

WESPAC Advisors first reported a position in HSY in Q1 2022 and held it in 10 quarters. The position peaked at $1.58M in Q1 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • WESPAC Advisors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • WESPAC Advisors sold 4,533 Hershey shares in Q4 2024, an estimated $869K.
  • WESPAC Advisors first reported a position in Hershey in Q1 2022 and held it in 10 quarters.
  • WESPAC Advisors's Hershey position peaked at $1.58M in Q1 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on WESPAC Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.