AWM
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Abound Wealth Management’s Tootsie Roll Industries TR Stock Holding History

Abound Wealth Management’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12
Closed -$337 – 1346
2024
Q2 		$337 Hold
12
– – ﹤0.01% 941
2024
Q1 		$363 Hold
12
– – ﹤0.01% 1040
2023
Q4 		$366 Hold
12
– – ﹤0.01% 1066
2023
Q3 		$329 Hold
12
– – ﹤0.01% 980
2023
Q2 		$390 Buy
+12
New +$438 ﹤0.01% 940

Other funds holding TR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abound Wealth Management's TR Position: Q3 2024 in Review

Abound Wealth Management sold out of Tootsie Roll Industries (TR) in Q3 2024, closing a stake of 12 shares — an estimated $337 sold.

Abound Wealth Management first reported a position in TR in Q2 2023 and held it in 5 quarters. The position peaked at $390 in Q2 2023. 161 funds tracked by Wall St. Rank hold TR as of Q3 2024.

  • Abound Wealth Management reported no remaining Tootsie Roll Industries position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 12 Tootsie Roll Industries shares in Q3 2024, an estimated $337.
  • Abound Wealth Management first reported a position in Tootsie Roll Industries in Q2 2023 and held it in 5 quarters.
  • Abound Wealth Management's Tootsie Roll Industries position peaked at $390 in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.