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Global Financial Private Client’s Tootsie Roll Industries TR Stock Holding History

Global Financial Private Client’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
-10
Closed -$315 – 1476
2025
Q1 		$315 Buy
10
+8
+400% +$238 ﹤0.01% 1429
2024
Q4 		$65 Buy
+2
New +$59 ﹤0.01% 1559

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

Global Financial Private Client's TR Position: Q2 2025 in Review

Global Financial Private Client sold out of Tootsie Roll Industries (TR) in Q2 2025, closing a stake of 10 shares — an estimated $315 sold.

Global Financial Private Client first reported a position in TR in Q4 2024 and held it in 2 quarters. The position peaked at $315 in Q1 2025. 193 funds tracked by Wall St. Rank hold TR as of Q2 2025.

  • Global Financial Private Client reported no remaining Tootsie Roll Industries position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 10 Tootsie Roll Industries shares in Q2 2025, an estimated $315.
  • Global Financial Private Client first reported a position in Tootsie Roll Industries in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Tootsie Roll Industries position peaked at $315 in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.