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TrueWealth LLC’s Tootsie Roll Industries TR Stock Holding History

TrueWealth LLC’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
2020
Q2 		$0 Hold
2
– – ﹤0.01% 770
2020
Q1 		$0 Hold
2
– – ﹤0.01% 794
2019
Q4 		$0 Hold
2
– – ﹤0.01% 759
2019
Q3 		$0 Hold
2
– – ﹤0.01% 736
2019
Q2 		$0 Hold
2
– – ﹤0.01% 766
2019
Q1 		$0 Sell
2
-1
-33% -$28 ﹤0.01% 760
2018
Q4 		$0 Hold
3
– – ﹤0.01% 808
2018
Q3 		$0 Hold
3
– – ﹤0.01% 850
2018
Q2 		$0 Hold
3
– – ﹤0.01% 870
2018
Q1 		$0 Hold
3
– – ﹤0.01% 910
2017
Q4 		$0 Buy
+3
New +$84 ﹤0.01% 934

Other funds holding TR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

TrueWealth LLC's TR Position: Q2 2020 in Review

TrueWealth LLC held its Tootsie Roll Industries (TR) position steady in Q2 2020 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #770.

TrueWealth LLC first reported a position in TR in Q4 2017 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold TR as of Q2 2020.

  • TrueWealth LLC held 2 shares of Tootsie Roll Industries worth $0 as of Q2 2020.
  • TrueWealth LLC left its Tootsie Roll Industries share count unchanged in Q2 2020.
  • Tootsie Roll Industries made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #770 holding.
  • TrueWealth LLC first reported a position in Tootsie Roll Industries in Q4 2017 and has held it in 11 quarters since.
  • 205 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.