Truist Financial
TR icon

Truist Financial’s Tootsie Roll Industries TR Stock Holding History

Truist Financial’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
-8,544
Closed -$258K – 2735
2024
Q1 		$258K Sell
8,544
-1,562
-15% -$47.3K ﹤0.01% 2364
2023
Q4 		$307K Buy
+10,106
New +$296K ﹤0.01% 2295
2021
Q1 		– Sell
-9,880
Closed -$245K – 2729
2020
Q4 		$245K Buy
+9,880
New +$254K ﹤0.01% 2282
2020
Q3 		– Sell
-9,884
Closed -$283K – 2569
2020
Q2 		$283K Buy
9,884
+291
+3% +$8.63K ﹤0.01% 1987
2020
Q1 		$298K Buy
+9,593
New +$271K ﹤0.01% 1871

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
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

Truist Financial's TR Position: Q2 2024 in Review

Truist Financial sold out of Tootsie Roll Industries (TR) in Q2 2024, closing a stake of 8,544 shares — an estimated $258K sold.

Truist Financial first reported a position in TR in Q1 2020 and held it in 5 quarters. The position peaked at $307K in Q4 2023. 156 funds tracked by Wall St. Rank hold TR as of Q2 2024.

  • Truist Financial reported no remaining Tootsie Roll Industries position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 8,544 Tootsie Roll Industries shares in Q2 2024, an estimated $258K.
  • Truist Financial first reported a position in Tootsie Roll Industries in Q1 2020 and held it in 5 quarters.
  • Truist Financial's Tootsie Roll Industries position peaked at $307K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.