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Sowell Financial Services’s Tootsie Roll Industries TR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-186
Closed -$6K – 2663
2020
Q1 		$6K Buy
+186
New +$5.25K ﹤0.01% 1786

Other funds holding TR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Sowell Financial Services's TR Position: Q2 2020 in Review

Sowell Financial Services sold out of Tootsie Roll Industries (TR) in Q2 2020, closing a stake of 186 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in TR in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 205 funds tracked by Wall St. Rank hold TR as of Q2 2020.

  • Sowell Financial Services reported no remaining Tootsie Roll Industries position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 186 Tootsie Roll Industries shares in Q2 2020, an estimated $6K.
  • Sowell Financial Services first reported a position in Tootsie Roll Industries in Q1 2020 and held it in 1 quarter.
  • Sowell Financial Services's Tootsie Roll Industries position peaked at $6K in Q1 2020.
  • 205 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.