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Belpointe Asset Management’s Tootsie Roll Industries TR Stock Holding History

Belpointe Asset Management’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
-133
Closed -$5.46K – 3147
2023
Q1 		$5.46K Hold
133
– – ﹤0.01% 2979
2022
Q4 		$5.02K Buy
+133
New +$4.85K ﹤0.01% 2928

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
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

Belpointe Asset Management's TR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Tootsie Roll Industries (TR) in Q2 2023, closing a stake of 133 shares — an estimated $5.46K sold.

Belpointe Asset Management first reported a position in TR in Q4 2022 and held it in 2 quarters. The position peaked at $5.46K in Q1 2023. 177 funds tracked by Wall St. Rank hold TR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Tootsie Roll Industries position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 133 Tootsie Roll Industries shares in Q2 2023, an estimated $5.46K.
  • Belpointe Asset Management first reported a position in Tootsie Roll Industries in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Tootsie Roll Industries position peaked at $5.46K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.