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LGT Financial Advisors’s Tootsie Roll Industries TR Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-376
Closed -$11.4K – 689
2024
Q4 		$11.4K Hold
376
– – 0.03% 414
2024
Q3 		$11K Hold
376
– – 0.03% 403
2024
Q2 		$10.8K Buy
376
+11
+3% +$310 0.02% 456
2024
Q1 		$11K Sell
365
-11
-3% -$333 0.01% 480
2023
Q4 		$11.4K Hold
376
– – 0.01% 461
2023
Q3 		$10.3K Buy
+376
New +$11.3K 0.01% 474

Other funds holding TR

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LGT Financial Advisors's TR Position: Q1 2025 in Review

LGT Financial Advisors sold out of Tootsie Roll Industries (TR) in Q1 2025, closing a stake of 376 shares — an estimated $11.4K sold.

LGT Financial Advisors first reported a position in TR in Q3 2023 and held it in 6 quarters. The position peaked at $11.4K in Q4 2024. 172 funds tracked by Wall St. Rank hold TR as of Q1 2025.

  • LGT Financial Advisors reported no remaining Tootsie Roll Industries position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 376 Tootsie Roll Industries shares in Q1 2025, an estimated $11.4K.
  • LGT Financial Advisors first reported a position in Tootsie Roll Industries in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Tootsie Roll Industries position peaked at $11.4K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.