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

TCI 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
Q2 		– Sell
-3
Closed -$139 – 2066
2023
Q1 		$139 Hold
3
– – ﹤0.01% 2377
2022
Q4 		$128 Buy
3
+1
+50% +$36 ﹤0.01% 2386
2022
Q3 		$0 Buy
+2
New +$62 ﹤0.01% 2585

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

TCI Wealth Advisors's TR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Tootsie Roll Industries (TR) in Q2 2023, closing a stake of 3 shares — an estimated $139 sold.

TCI Wealth Advisors first reported a position in TR in Q3 2022 and held it in 3 quarters. The position peaked at $139 in Q1 2023. 177 funds tracked by Wall St. Rank hold TR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Tootsie Roll Industries position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Tootsie Roll Industries shares in Q2 2023, an estimated $139.
  • TCI Wealth Advisors first reported a position in Tootsie Roll Industries in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Tootsie Roll Industries position peaked at $139 in Q1 2023.
  • 177 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.