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Prestige Wealth Management Group’s Tootsie Roll Industries TR Stock Holding History

Prestige Wealth Management Group’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
Q4 		– Sell
-32
Closed -$1K – 1034
2020
Q3 		$1K Hold
32
– – ﹤0.01% 843
2020
Q2 		$1K Sell
32
-15
-32% -$445 ﹤0.01% 850
2020
Q1 		$1K Buy
+47
New +$1.32K ﹤0.01% 851
2019
Q1 		– Sell
-48
Closed -$1K – 1079
2018
Q4 		$1K Buy
+48
New +$1.23K ﹤0.01% 1126

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Invesco
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Prestige Wealth Management Group's TR Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of Tootsie Roll Industries (TR) in Q4 2020, closing a stake of 32 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in TR in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 181 funds tracked by Wall St. Rank hold TR as of Q4 2020.

  • Prestige Wealth Management Group reported no remaining Tootsie Roll Industries position as of Q4 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 32 Tootsie Roll Industries shares in Q4 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Tootsie Roll Industries in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's Tootsie Roll Industries position peaked at $1K in Q3 2020.
  • 181 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.