Harvest Group Wealth Management’s Tootsie Roll Industries TR Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-47	Closed	-$1K	–	655
2020 Q4	$1K	Sell	47 -44	-48%	-$1.13K	﹤0.01%	567
2020 Q3	$2K	Sell	91 -50	-35%	-$1.33K	﹤0.01%	384
2020 Q2	$4K	Sell	141 -9	-6%	-$267	﹤0.01%	264
2020 Q1	$4K	Sell	150 -5	-3%	-$141	﹤0.01%	277
2019 Q4	$4K	Hold	155	–	–	﹤0.01%	458
2019 Q3	$5K	Hold	155	–	–	0.01%	425
2019 Q2	$4K	Buy	155 +4	+3%	+$125	0.01%	409
2019 Q1	$5K	Buy	+151	New	+$4.25K	﹤0.01%	397

Other funds holding TR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RHFI

Reilly Herbert Faulkner III $316M AUM 51.88% 1-Year Est. Return

Harvest Group Wealth Management's TR Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Tootsie Roll Industries (TR) in Q1 2021, closing a stake of 47 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in TR in Q1 2019 and held it in 8 quarters. The position peaked at $5K in Q3 2019. 166 funds tracked by Wall St. Rank hold TR as of Q1 2021.

Harvest Group Wealth Management reported no remaining Tootsie Roll Industries position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 47 Tootsie Roll Industries shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Tootsie Roll Industries in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Tootsie Roll Industries position peaked at $5K in Q3 2019.
166 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.