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Wetzel Investment Advisors’s Hershey HSY Stock Holding History

Wetzel 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
2024
Q3 		– Sell
-430
Closed -$83.6K – 455
2024
Q2 		$83.6K Hold
430
– – 0.05% 190
2024
Q1 		$79.5K Hold
430
– – 0.05% 201
2023
Q4 		$80K Buy
+430
New +$81.5K 0.05% 199

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Wetzel Investment Advisors's HSY Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Hershey (HSY) in Q3 2024, closing a stake of 430 shares — an estimated $83.6K sold.

Wetzel Investment Advisors first reported a position in HSY in Q4 2023 and held it in 3 quarters. The position peaked at $83.6K in Q2 2024. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 430 Hershey shares in Q3 2024, an estimated $83.6K.
  • Wetzel Investment Advisors first reported a position in Hershey in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Hershey position peaked at $83.6K in Q2 2024.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.