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Lenox Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		– Sell
-24
Closed -$1K – 982
2021
Q4 		$1K Buy
+24
New +$695 ﹤0.01% 912

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State Street
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Renaissance Technologies
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HWM
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ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's TR Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Tootsie Roll Industries (TR) in Q1 2022, closing a stake of 24 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in TR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 166 funds tracked by Wall St. Rank hold TR as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Tootsie Roll Industries position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 24 Tootsie Roll Industries shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Tootsie Roll Industries in Q4 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Tootsie Roll Industries position peaked at $1K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.