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Sutton Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-674
Closed -$25.5K – 1503
2022
Q4 		$25.5K Hold
674
– – 0.01% 597
2022
Q3 		$19.9K Hold
674
– – 0.01% 665
2022
Q2 		$21.2K Buy
674
+664
+6,640% +$20.1K 0.01% 657
2022
Q1 		$315 Buy
10
+5
+100% +$149 ﹤0.01% 1535
2021
Q4 		$145 Buy
+5
New +$145 ﹤0.01% 1652

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
Dimensional Fund Advisors
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

Sutton Wealth Advisors's TR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Tootsie Roll Industries (TR) in Q1 2023, closing a stake of 674 shares — an estimated $25.5K sold.

Sutton Wealth Advisors first reported a position in TR in Q4 2021 and held it in 5 quarters. The position peaked at $25.5K in Q4 2022. 191 funds tracked by Wall St. Rank hold TR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Tootsie Roll Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 674 Tootsie Roll Industries shares in Q1 2023, an estimated $25.5K.
  • Sutton Wealth Advisors first reported a position in Tootsie Roll Industries in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Tootsie Roll Industries position peaked at $25.5K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.