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SVB Wealth’s Tootsie Roll Industries TR Stock Holding History

SVB Wealth’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
2022
Q1 		– Sell
-6,437
Closed -$201K – 841
2021
Q4 		$201K Buy
+6,437
New +$186K ﹤0.01% 711
2021
Q2 		– Sell
-7,359
Closed -$211K – 1027
2021
Q1 		$211K Sell
7,359
-2,197
-23% -$60.4K ﹤0.01% 818
2020
Q4 		$237K Buy
+9,556
New +$246K ﹤0.01% 696

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVB Wealth's TR Position: Q1 2022 in Review

SVB Wealth sold out of Tootsie Roll Industries (TR) in Q1 2022, closing a stake of 6,437 shares — an estimated $201K sold.

SVB Wealth first reported a position in TR in Q4 2020 and held it in 3 quarters. The position peaked at $237K in Q4 2020. 166 funds tracked by Wall St. Rank hold TR as of Q1 2022.

  • SVB Wealth reported no remaining Tootsie Roll Industries position as of Q1 2022 after selling out during the quarter.
  • SVB Wealth sold 6,437 Tootsie Roll Industries shares in Q1 2022, an estimated $201K.
  • SVB Wealth first reported a position in Tootsie Roll Industries in Q4 2020 and held it in 3 quarters.
  • SVB Wealth's Tootsie Roll Industries position peaked at $237K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2022.

Based on SVB Wealth's 13F filing for Q1 2022, filed 13 May 2022.