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Simon Quick Advisors’s Tootsie Roll Industries TR Stock Holding History

Simon Quick 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
Q4 		– Sell
-289
Closed -$7K – 547
2020
Q3 		$7K Sell
289
-197
-41% -$5.26K ﹤0.01% 351
2020
Q2 		$14K Buy
+486
New +$14.4K 0.01% 312

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Simon Quick Advisors's TR Position: Q4 2020 in Review

Simon Quick Advisors sold out of Tootsie Roll Industries (TR) in Q4 2020, closing a stake of 289 shares — an estimated $7K sold.

Simon Quick Advisors first reported a position in TR in Q2 2020 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 181 funds tracked by Wall St. Rank hold TR as of Q4 2020.

  • Simon Quick Advisors reported no remaining Tootsie Roll Industries position as of Q4 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 289 Tootsie Roll Industries shares in Q4 2020, an estimated $7K.
  • Simon Quick Advisors first reported a position in Tootsie Roll Industries in Q2 2020 and held it in 2 quarters.
  • Simon Quick Advisors's Tootsie Roll Industries position peaked at $14K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2020.

Based on Simon Quick Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.