TD Private Client Wealth’s Tootsie Roll Industries TR Stock Holding History

TD Private Client 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
2021 Q4	–	Sell	-9	Closed	-$243	–	1281
2021 Q3	$243	Hold	9	–	–	﹤0.01%	1206
2021 Q2	$271	Hold	9	–	–	﹤0.01%	1216
2021 Q1	$265	Sell	9 -1	-10%	-$27	﹤0.01%	1164
2020 Q4	$238	Hold	10	–	–	﹤0.01%	1134
2020 Q3	$247	Hold	10	–	–	﹤0.01%	1085
2020 Q2	$274	Hold	10	–	–	﹤0.01%	1081
2020 Q1	$288	Hold	10	–	–	﹤0.01%	1013
2019 Q4	$273	Buy	+10	New	+$283	﹤0.01%	1054

Other funds holding TR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Private Client Wealth's TR Position: Q4 2021 in Review

TD Private Client Wealth sold out of Tootsie Roll Industries (TR) in Q4 2021, closing a stake of 9 shares — an estimated $243 sold.

TD Private Client Wealth first reported a position in TR in Q4 2019 and held it in 8 quarters. The position peaked at $288 in Q1 2020. 170 funds tracked by Wall St. Rank hold TR as of Q4 2021.

TD Private Client Wealth reported no remaining Tootsie Roll Industries position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 9 Tootsie Roll Industries shares in Q4 2021, an estimated $243.
TD Private Client Wealth first reported a position in Tootsie Roll Industries in Q4 2019 and held it in 8 quarters.
TD Private Client Wealth's Tootsie Roll Industries position peaked at $288 in Q1 2020.
170 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.