Atria Wealth Solutions’s Tootsie Roll Industries TR Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-12,058	Closed	-$367K	–	2076
2024 Q4	$367K	Hold	12,058	–	–	﹤0.01%	1424
2024 Q3	$352K	Buy	12,058 +70	+0.6%	+$1.99K	﹤0.01%	1415
2024 Q2	$346K	Buy	11,988 +21	+0.2%	+$592	﹤0.01%	1429
2024 Q1	$361K	Sell	11,967 -22	-0.2%	-$667	﹤0.01%	1429
2023 Q4	$365K	Hold	11,989	–	–	﹤0.01%	1368
2023 Q3	$328K	Buy	11,989 +82	+0.7%	+$2.46K	﹤0.01%	1356
2023 Q2	$387K	Sell	11,907 -11,961	-50%	-$437K	0.01%	1289
2023 Q1	$994K	Buy	23,868 +11,959	+100%	+$477K	0.01%	799
2022 Q4	$451K	Hold	11,909	–	–	0.01%	1137
2022 Q3	$352K	Buy	11,909 +98	+0.8%	+$3.06K	0.01%	1206
2022 Q2	$372K	Buy	11,811 +422	+4%	+$12.8K	0.01%	1112
2022 Q1	$354K	Buy	+11,389	New	+$340K	0.01%	1240

Other funds holding TR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Wealth Solutions's TR Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Tootsie Roll Industries (TR) in Q1 2025, closing a stake of 12,058 shares — an estimated $367K sold.

Atria Wealth Solutions first reported a position in TR in Q1 2022 and held it in 12 quarters. The position peaked at $994K in Q1 2023. 172 funds tracked by Wall St. Rank hold TR as of Q1 2025.

Atria Wealth Solutions reported no remaining Tootsie Roll Industries position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 12,058 Tootsie Roll Industries shares in Q1 2025, an estimated $367K.
Atria Wealth Solutions first reported a position in Tootsie Roll Industries in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's Tootsie Roll Industries position peaked at $994K in Q1 2023.
172 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.