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Blue Trust Inc’s Tootsie Roll Industries TR Stock Holding History

Blue Trust Inc’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
Q2 		– Sell
-327
Closed -$9.98K – 2604
2025
Q1 		$9.98K Hold
327
– – ﹤0.01% 1896
2024
Q4 		$9.96K Buy
327
+223
+214% +$6.59K ﹤0.01% 1874
2024
Q3 		$3K Sell
104
-368
-78% -$10.5K ﹤0.01% 2504
2024
Q2 		$14.3K Buy
+472
New +$13.3K ﹤0.01% 1804
2024
Q1 		– Sell
-49
Closed -$1K – 2691
2023
Q4 		$1K Buy
+49
New +$1.44K ﹤0.01% 2422

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Trust Inc's TR Position: Q2 2025 in Review

Blue Trust Inc sold out of Tootsie Roll Industries (TR) in Q2 2025, closing a stake of 327 shares — an estimated $9.98K sold.

Blue Trust Inc first reported a position in TR in Q4 2023 and held it in 5 quarters. The position peaked at $14.3K in Q2 2024. 193 funds tracked by Wall St. Rank hold TR as of Q2 2025.

  • Blue Trust Inc reported no remaining Tootsie Roll Industries position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 327 Tootsie Roll Industries shares in Q2 2025, an estimated $9.98K.
  • Blue Trust Inc first reported a position in Tootsie Roll Industries in Q4 2023 and held it in 5 quarters.
  • Blue Trust Inc's Tootsie Roll Industries position peaked at $14.3K in Q2 2024.
  • 193 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.