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Realta Investment Advisors’s Tootsie Roll Industries TR Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-374
Closed -$10K – 1287
2019
Q4 		$10K Hold
374
– – ﹤0.01% 1142
2019
Q3 		$11K Hold
374
– – ﹤0.01% 1090
2019
Q2 		$11K Buy
374
+10
+3% +$313 ﹤0.01% 1113
2019
Q1 		$11K Buy
+364
New +$10.3K 0.01% 894

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Realta Investment Advisors's TR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Tootsie Roll Industries (TR) in Q1 2020, closing a stake of 374 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in TR in Q1 2019 and held it in 4 quarters. The position peaked at $11K in Q3 2019. 190 funds tracked by Wall St. Rank hold TR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Tootsie Roll Industries position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 374 Tootsie Roll Industries shares in Q1 2020, an estimated $10K.
  • Realta Investment Advisors first reported a position in Tootsie Roll Industries in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Tootsie Roll Industries position peaked at $11K in Q3 2019.
  • 190 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.