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

Kingsview 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
2020
Q3 		– Sell
-19,074
Closed -$547K – 704
2020
Q2 		$547K Buy
+19,074
New +$566K 0.05% 313

Other funds holding TR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Kingsview Wealth Management's TR Position: Q3 2020 in Review

Kingsview Wealth Management sold out of Tootsie Roll Industries (TR) in Q3 2020, closing a stake of 19,074 shares — an estimated $547K sold.

Kingsview Wealth Management first reported a position in TR in Q2 2020 and held it in 1 quarter. The position peaked at $547K in Q2 2020. 183 funds tracked by Wall St. Rank hold TR as of Q3 2020.

  • Kingsview Wealth Management reported no remaining Tootsie Roll Industries position as of Q3 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 19,074 Tootsie Roll Industries shares in Q3 2020, an estimated $547K.
  • Kingsview Wealth Management first reported a position in Tootsie Roll Industries in Q2 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Tootsie Roll Industries position peaked at $547K in Q2 2020.
  • 183 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2020.

Based on Kingsview Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.