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Affiance Financial’s Tootsie Roll Industries TR Stock Holding History

Affiance 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
2023
Q1 		– Sell
-38
Closed -$1.45K – 384
2022
Q4 		$1.45K Buy
+38
New +$1.39K ﹤0.01% 387

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Affiance Financial's TR Position: Q1 2023 in Review

Affiance Financial sold out of Tootsie Roll Industries (TR) in Q1 2023, closing a stake of 38 shares — an estimated $1.45K sold.

Affiance Financial first reported a position in TR in Q4 2022 and held it in 1 quarter. The position peaked at $1.45K in Q4 2022. 191 funds tracked by Wall St. Rank hold TR as of Q1 2023.

  • Affiance Financial reported no remaining Tootsie Roll Industries position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 38 Tootsie Roll Industries shares in Q1 2023, an estimated $1.45K.
  • Affiance Financial first reported a position in Tootsie Roll Industries in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's Tootsie Roll Industries position peaked at $1.45K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.