Advisory Services Network’s Tootsie Roll Industries TR Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-1,523	Closed	-$62.6K	–	3483
2023 Q1	$62.6K	Buy	+1,523	New	+$60.7K	﹤0.01%	1906
2020 Q4	–	Sell	-20	Closed	-$515	–	3700
2020 Q3	$1K	Buy	+20	New	+$534	﹤0.01%	3410

Other funds holding TR

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

Advisory Services Network's TR Position: Q2 2023 in Review

Advisory Services Network sold out of Tootsie Roll Industries (TR) in Q2 2023, closing a stake of 1,523 shares — an estimated $62.6K sold.

Advisory Services Network first reported a position in TR in Q3 2020 and held it in 2 quarters. The position peaked at $62.6K in Q1 2023. 177 funds tracked by Wall St. Rank hold TR as of Q2 2023.

Advisory Services Network reported no remaining Tootsie Roll Industries position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 1,523 Tootsie Roll Industries shares in Q2 2023, an estimated $62.6K.
Advisory Services Network first reported a position in Tootsie Roll Industries in Q3 2020 and held it in 2 quarters.
Advisory Services Network's Tootsie Roll Industries position peaked at $62.6K in Q1 2023.
177 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.