Gradient Investments’s Tootsie Roll Industries TR Stock Holding History

Gradient Investments’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 Q4	–	Sell	-235	Closed	-$6.42K	–	1915
2023 Q3	$6.42K	Hold	235	–	–	﹤0.01%	893
2023 Q2	$7.61K	Hold	235	–	–	﹤0.01%	864
2023 Q1	$9.66K	Hold	235	–	–	﹤0.01%	821
2022 Q4	$8.9K	Hold	235	–	–	﹤0.01%	835
2022 Q3	$7K	Hold	235	–	–	﹤0.01%	891
2022 Q2	$7K	Buy	235 +7	+3%	+$212	﹤0.01%	848
2022 Q1	$7K	Sell	228 -7	-3%	-$209	﹤0.01%	848
2021 Q4	$7K	Hold	235	–	–	﹤0.01%	887
2021 Q3	$6K	Hold	235	–	–	﹤0.01%	864
2021 Q2	$7K	Buy	235 +5	+2%	+$141	﹤0.01%	831
2021 Q1	$7K	Sell	230 -6	-3%	-$165	﹤0.01%	838
2020 Q4	$6K	Hold	236	–	–	﹤0.01%	791
2020 Q3	$6K	Sell	236 -236	-50%	-$6.3K	﹤0.01%	798
2020 Q2	$14K	Buy	472 +13	+3%	+$386	﹤0.01%	598
2020 Q1	$14K	Sell	459 -13	-3%	-$367	﹤0.01%	589
2019 Q4	$13K	Hold	472	–	–	﹤0.01%	643
2019 Q3	$14K	Buy	+472	New	+$14.2K	﹤0.01%	595

Other funds holding TR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gradient Investments's TR Position: Q4 2023 in Review

Gradient Investments sold out of Tootsie Roll Industries (TR) in Q4 2023, closing a stake of 235 shares — an estimated $6.42K sold.

Gradient Investments first reported a position in TR in Q3 2019 and held it in 17 quarters. The position peaked at $14K in Q2 2020. 165 funds tracked by Wall St. Rank hold TR as of Q4 2023.

Gradient Investments reported no remaining Tootsie Roll Industries position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 235 Tootsie Roll Industries shares in Q4 2023, an estimated $6.42K.
Gradient Investments first reported a position in Tootsie Roll Industries in Q3 2019 and held it in 17 quarters.
Gradient Investments's Tootsie Roll Industries position peaked at $14K in Q2 2020.
165 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.