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TFO Wealth Partners’s Tootsie Roll Industries TR Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$64 – 682
2024
Q1 		$64 Hold
2
– – ﹤0.01% 701
2023
Q4 		$66 Hold
2
– – ﹤0.01% 848
2023
Q3 		$71 Hold
2
– – ﹤0.01% 1019
2023
Q2 		$71 Hold
2
– – ﹤0.01% 726
2023
Q1 		$93 Sell
2
-346
-99% -$13.8K ﹤0.01% 665
2022
Q4 		$4.73K Buy
+348
New +$12.7K ﹤0.01% 174

Other funds holding TR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's TR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Tootsie Roll Industries (TR) in Q2 2024, closing a stake of 2 shares — an estimated $64 sold.

TFO Wealth Partners first reported a position in TR in Q4 2022 and held it in 6 quarters. The position peaked at $4.73K in Q4 2022. 156 funds tracked by Wall St. Rank hold TR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Tootsie Roll Industries position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Tootsie Roll Industries shares in Q2 2024, an estimated $64.
  • TFO Wealth Partners first reported a position in Tootsie Roll Industries in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Tootsie Roll Industries position peaked at $4.73K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.