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Krilogy Financial’s Tootsie Roll Industries TR Stock Holding History

Krilogy Financial’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
Q4 		– Sell
-10,700
Closed -$312K – 231
2024
Q3 		$312K Sell
10,700
-11,247
-51% -$320K 0.02% 206
2024
Q2 		$632K Sell
21,947
-8,742
-28% -$247K 0.05% 191
2024
Q1 		$927K Buy
+30,689
New +$930K 0.07% 168

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
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
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

Krilogy Financial's TR Position: Q4 2024 in Review

Krilogy Financial sold out of Tootsie Roll Industries (TR) in Q4 2024, closing a stake of 10,700 shares — an estimated $312K sold.

Krilogy Financial first reported a position in TR in Q1 2024 and held it in 3 quarters. The position peaked at $927K in Q1 2024. 160 funds tracked by Wall St. Rank hold TR as of Q4 2024.

  • Krilogy Financial reported no remaining Tootsie Roll Industries position as of Q4 2024 after selling out during the quarter.
  • Krilogy Financial sold 10,700 Tootsie Roll Industries shares in Q4 2024, an estimated $312K.
  • Krilogy Financial first reported a position in Tootsie Roll Industries in Q1 2024 and held it in 3 quarters.
  • Krilogy Financial's Tootsie Roll Industries position peaked at $927K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2024.

Based on Krilogy Financial's 13F filing for Q4 2024, filed 15 Jan 2025.