CAL
TR icon

Capital Advisors Ltd’s Tootsie Roll Industries TR Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$5K Hold
117
– – ﹤0.01% 971
2025
Q4 		$4K Hold
117
– – ﹤0.01% 994
2025
Q3 		$5K Hold
117
– – ﹤0.01% 935
2025
Q2 		$4K Sell
117
-9
-7% -$289 ﹤0.01% 980
2025
Q1 		$4K Buy
126
+5
+4% +$149 ﹤0.01% 961
2024
Q4 		$4K Hold
121
– – ﹤0.01% 981
2024
Q3 		$4K Hold
121
– – ﹤0.01% 973
2024
Q2 		$3K Buy
121
+109
+908% +$3.08K ﹤0.01% 1016
2024
Q1 		$0 Buy
+12
New +$364 ﹤0.01% 1549
2023
Q2 		– Sell
-337
Closed -$14K – 1540
2023
Q1 		$14K Buy
+337
New +$13.4K ﹤0.01% 507

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VCM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return