Wingate Wealth Advisors’s Hershey HSY Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-53	Closed	-$8.98K	–	235
2024 Q4	$8.98K	Buy	+53	New	+$9.51K	0.01%	351

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wingate Wealth Advisors's HSY Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Hershey (HSY) in Q1 2025, closing a stake of 53 shares — an estimated $8.98K sold.

Wingate Wealth Advisors first reported a position in HSY in Q4 2024 and held it in 1 quarter. The position peaked at $8.98K in Q4 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Wingate Wealth Advisors reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 53 Hershey shares in Q1 2025, an estimated $8.98K.
Wingate Wealth Advisors first reported a position in Hershey in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Hershey position peaked at $8.98K in Q4 2024.
1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.