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Spire Wealth Management’s Tootsie Roll Industries TR Stock Holding History

Spire Wealth Management’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
2023
Q1 		– Sell
-45
Closed -$2K – 2597
2022
Q4 		$2K Buy
+45
New +$1.64K ﹤0.01% 2114

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spire Wealth Management's TR Position: Q1 2023 in Review

Spire Wealth Management sold out of Tootsie Roll Industries (TR) in Q1 2023, closing a stake of 45 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in TR in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 191 funds tracked by Wall St. Rank hold TR as of Q1 2023.

  • Spire Wealth Management reported no remaining Tootsie Roll Industries position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 45 Tootsie Roll Industries shares in Q1 2023, an estimated $2K.
  • Spire Wealth Management first reported a position in Tootsie Roll Industries in Q4 2022 and held it in 1 quarter.
  • Spire Wealth Management's Tootsie Roll Industries position peaked at $2K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.