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Advisornet Financial’s Tootsie Roll Industries TR Stock Holding History

Advisornet Financial’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
Q4 		– Sell
-25
Closed -$743 – 2259
2024
Q3 		$743 Hold
25
– – ﹤0.01% 1985
2024
Q2 		$734 Buy
+25
New +$705 ﹤0.01% 1876
2024
Q1 		– Sell
-20
Closed -$598 – 2491
2023
Q4 		$598 Buy
+20
New +$586 ﹤0.01% 2049
2023
Q2 		– Sell
-11
Closed -$402 – 2492
2023
Q1 		$449 Buy
11
+2
+22% +$80 ﹤0.01% 2092
2022
Q4 		$341 Buy
+9
New +$328 ﹤0.01% 2104
2018
Q1 		– Sell
-119
Closed -$3K – 1459
2017
Q4 		$3K Buy
+119
New +$3.33K ﹤0.01% 1159

Other funds holding TR

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
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
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
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

Advisornet Financial's TR Position: Q4 2024 in Review

Advisornet Financial sold out of Tootsie Roll Industries (TR) in Q4 2024, closing a stake of 25 shares — an estimated $743 sold.

Advisornet Financial first reported a position in TR in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q4 2017. 160 funds tracked by Wall St. Rank hold TR as of Q4 2024.

  • Advisornet Financial reported no remaining Tootsie Roll Industries position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 25 Tootsie Roll Industries shares in Q4 2024, an estimated $743.
  • Advisornet Financial first reported a position in Tootsie Roll Industries in Q4 2017 and held it in 6 quarters.
  • Advisornet Financial's Tootsie Roll Industries position peaked at $3K in Q4 2017.
  • 160 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.