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

Avantax Advisory Services’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
Q3 		– Sell
-20,557
Closed -$666K – 1622
2023
Q2 		$666K Buy
+20,557
New +$750K 0.01% 833

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Millennium Management
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State Street
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HWM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's TR Position: Q3 2023 in Review

Avantax Advisory Services sold out of Tootsie Roll Industries (TR) in Q3 2023, closing a stake of 20,557 shares — an estimated $666K sold.

Avantax Advisory Services first reported a position in TR in Q2 2023 and held it in 1 quarter. The position peaked at $666K in Q2 2023. 156 funds tracked by Wall St. Rank hold TR as of Q3 2023.

  • Avantax Advisory Services reported no remaining Tootsie Roll Industries position as of Q3 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 20,557 Tootsie Roll Industries shares in Q3 2023, an estimated $666K.
  • Avantax Advisory Services first reported a position in Tootsie Roll Industries in Q2 2023 and held it in 1 quarter.
  • Avantax Advisory Services's Tootsie Roll Industries position peaked at $666K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.