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Pacific Capital Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-1
Closed -$32 – 349
2024
Q4 		$32 Hold
1
– – ﹤0.01% 392
2024
Q3 		$31 Hold
1
– – ﹤0.01% 483
2024
Q2 		$31 Hold
1
– – ﹤0.01% 525
2024
Q1 		$32 Hold
1
– – ﹤0.01% 513
2023
Q4 		$33 Buy
+1
New +$29 ﹤0.01% 340

Other funds holding TR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pacific Capital Wealth Advisors's TR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Tootsie Roll Industries (TR) in Q1 2025, closing a stake of 1 share — an estimated $32 sold.

Pacific Capital Wealth Advisors first reported a position in TR in Q4 2023 and held it in 5 quarters. The position peaked at $33 in Q4 2023. 172 funds tracked by Wall St. Rank hold TR as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Tootsie Roll Industries position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1 Tootsie Roll Industries share in Q1 2025, an estimated $32.
  • Pacific Capital Wealth Advisors first reported a position in Tootsie Roll Industries in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Tootsie Roll Industries position peaked at $33 in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.