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Core Wealth Advisors (Florida)’s Tootsie Roll Industries TR Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q2 		– Sell
-4
Closed – – 163
2020
Q1 		$0 Buy
+4
New +$113 ﹤0.01% 172

Other funds holding TR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Core Wealth Advisors (Florida)'s TR Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of Tootsie Roll Industries (TR) in Q2 2020, closing a stake of 4 shares.

Core Wealth Advisors (Florida) first reported a position in TR in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 205 funds tracked by Wall St. Rank hold TR as of Q2 2020.

  • Core Wealth Advisors (Florida) reported no remaining Tootsie Roll Industries position as of Q2 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 4 Tootsie Roll Industries shares in Q2 2020.
  • Core Wealth Advisors (Florida) first reported a position in Tootsie Roll Industries in Q1 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Tootsie Roll Industries position peaked at $0 in Q1 2020.
  • 205 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.