AWA
TR icon

Artemis Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History

Artemis Wealth Advisors’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
2021
Q4 		– Sell
-1,274
Closed -$33.4K – 91
2021
Q3 		$33.4K Buy
+1,274
New +$35.9K ﹤0.01% 62

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Artemis Wealth Advisors's TR Position: Q4 2021 in Review

Artemis Wealth Advisors sold out of Tootsie Roll Industries (TR) in Q4 2021, closing a stake of 1,274 shares — an estimated $33.4K sold.

Artemis Wealth Advisors first reported a position in TR in Q3 2021 and held it in 1 quarter. The position peaked at $33.4K in Q3 2021. 170 funds tracked by Wall St. Rank hold TR as of Q4 2021.

  • Artemis Wealth Advisors reported no remaining Tootsie Roll Industries position as of Q4 2021 after selling out during the quarter.
  • Artemis Wealth Advisors sold 1,274 Tootsie Roll Industries shares in Q4 2021, an estimated $33.4K.
  • Artemis Wealth Advisors first reported a position in Tootsie Roll Industries in Q3 2021 and held it in 1 quarter.
  • Artemis Wealth Advisors's Tootsie Roll Industries position peaked at $33.4K in Q3 2021.
  • 170 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2021.

Based on Artemis Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2023.