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Old Point Trust & Financial Services N A’s Tootsie Roll Industries TR Stock Holding History

Old Point Trust & Financial Services N A’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
Q2 		– Sell
-296
Closed -$8.94K – 519
2024
Q1 		$8.94K Buy
+296
New +$8.97K ﹤0.01% 293

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Old Point Trust & Financial Services N A's TR Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Tootsie Roll Industries (TR) in Q2 2024, closing a stake of 296 shares — an estimated $8.94K sold.

Old Point Trust & Financial Services N A first reported a position in TR in Q1 2024 and held it in 1 quarter. The position peaked at $8.94K in Q1 2024. 156 funds tracked by Wall St. Rank hold TR as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Tootsie Roll Industries position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 296 Tootsie Roll Industries shares in Q2 2024, an estimated $8.94K.
  • Old Point Trust & Financial Services N A first reported a position in Tootsie Roll Industries in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Tootsie Roll Industries position peaked at $8.94K in Q1 2024.
  • 156 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.