Janiczek Wealth Management’s Tootsie Roll Industries TR Stock Holding History

Janiczek 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
2024 Q2	$69.2K	Sell	2,400 -677	-22%	-$19.1K	0.01%	351
2024 Q1	$92.9K	Sell	3,077 -2	-0.1%	-$61	0.02%	304
2023 Q4	$93.7K	Hold	3,079	–	–	0.02%	276
2023 Q3	$84.1K	Sell	3,079 -143	-4%	-$4.28K	0.02%	275
2023 Q2	$104K	Sell	3,222 -30	-0.9%	-$1.09K	0.03%	210
2023 Q1	$133K	Hold	3,252	–	–	0.04%	170
2022 Q4	$130K	Sell	3,252 -243	-7%	-$8.86K	0.04%	184
2022 Q3	$108K	Hold	3,495	–	–	0.04%	184
2022 Q2	$109K	Sell	3,495 -576	-14%	-$17.4K	0.03%	193
2022 Q1	$126K	Sell	4,071 -153	-4%	-$4.57K	0.03%	178
2021 Q4	$132K	Buy	4,224 +641	+18%	+$18.6K	0.04%	155
2021 Q3	$94K	Buy	3,583 +280	+8%	+$7.89K	0.03%	182
2021 Q2	$97K	Buy	3,303 +43	+1%	+$1.21K	0.04%	162
2021 Q1	$93K	Buy	3,260 +643	+25%	+$17.7K	0.04%	149
2020 Q4	$65K	Buy	2,617 +2,163	+476%	+$55.7K	0.03%	159
2020 Q3	$12K	Buy	+454	New	+$12.1K	0.01%	220

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

HWM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janiczek Wealth Management's TR Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Tootsie Roll Industries (TR) stake by 22% in Q2 2024, selling an estimated $19.1K and leaving 2,400 shares worth $69.2K. The position accounts for 0.01% of the portfolio, ranked #351.

Janiczek Wealth Management first reported a position in TR in Q3 2020 and has held it in 16 quarters since. The position peaked at $133K in Q1 2023. 156 funds tracked by Wall St. Rank hold TR as of Q2 2024.

Janiczek Wealth Management held 2,400 shares of Tootsie Roll Industries worth $69.2K as of Q2 2024.
Janiczek Wealth Management sold 677 Tootsie Roll Industries shares in Q2 2024, an estimated $19.1K.
Tootsie Roll Industries made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #351 holding.
Janiczek Wealth Management first reported a position in Tootsie Roll Industries in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Tootsie Roll Industries position peaked at $133K in Q1 2023.
156 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.