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MPS Loria Financial Planners’s Tootsie Roll Industries TR Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-547
Closed -$15K – 519
2021
Q1 		$15K Sell
547
-18
-3% -$495 0.01% 261
2020
Q4 		$14K Hold
565
– – 0.01% 271
2020
Q3 		$15K Hold
565
– – 0.01% 216
2020
Q2 		$16K Buy
+565
New +$16.8K 0.01% 219
2017
Q3 		– Sell
-566
Closed -$16K – 306
2017
Q2 		$16K Buy
+566
New +$15.7K 0.01% 253

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

MPS Loria Financial Planners's TR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Tootsie Roll Industries (TR) in Q2 2021, closing a stake of 547 shares — an estimated $15K sold.

MPS Loria Financial Planners first reported a position in TR in Q2 2017 and held it in 5 quarters. The position peaked at $16K in Q2 2020. 164 funds tracked by Wall St. Rank hold TR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Tootsie Roll Industries position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 547 Tootsie Roll Industries shares in Q2 2021, an estimated $15K.
  • MPS Loria Financial Planners first reported a position in Tootsie Roll Industries in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Tootsie Roll Industries position peaked at $16K in Q2 2020.
  • 164 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.