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Orion Portfolio Solutions’s Tootsie Roll Industries TR Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-112
Closed -$3K – 1902
2020
Q2 		$3K Buy
+112
New +$3.32K ﹤0.01% 1691
2020
Q1 		– Sell
-159
Closed -$4K – 2309
2019
Q4 		$4K Buy
+159
New +$4.49K ﹤0.01% 1345

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Orion Portfolio Solutions's TR Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Tootsie Roll Industries (TR) in Q3 2020, closing a stake of 112 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in TR in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 183 funds tracked by Wall St. Rank hold TR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Tootsie Roll Industries position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 112 Tootsie Roll Industries shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Tootsie Roll Industries in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Tootsie Roll Industries position peaked at $4K in Q4 2019.
  • 183 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.