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Valeo Financial Advisors’s Tootsie Roll Industries TR Stock Holding History

Valeo Financial 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
2020
Q1 		– Sell
-1,359
Closed -$38K – 1914
2019
Q4 		$38K Hold
1,359
– – ﹤0.01% 745
2019
Q3 		$41K Hold
1,359
– – ﹤0.01% 665
2019
Q2 		$41K Buy
1,359
+39
+3% +$1.22K ﹤0.01% 667
2019
Q1 		$40K Sell
1,320
-39
-3% -$1.1K ﹤0.01% 615
2018
Q4 		$36K Hold
1,359
– – 0.01% 573
2018
Q3 		$34K Buy
+1,359
New +$31.8K ﹤0.01% 634
2018
Q2 		– Sell
-1,903
Closed -$44K – 1749
2018
Q1 		$44K Sell
1,903
-2,420
-56% -$62.8K 0.01% 516
2017
Q4 		$121K Buy
4,323
+1,348
+45% +$37.7K 0.02% 307
2017
Q3 		$87K Buy
+2,975
New +$84K 0.02% 314

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
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

Valeo Financial Advisors's TR Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Tootsie Roll Industries (TR) in Q1 2020, closing a stake of 1,359 shares — an estimated $38K sold.

Valeo Financial Advisors first reported a position in TR in Q3 2017 and held it in 9 quarters. The position peaked at $121K in Q4 2017. 190 funds tracked by Wall St. Rank hold TR as of Q1 2020.

  • Valeo Financial Advisors reported no remaining Tootsie Roll Industries position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,359 Tootsie Roll Industries shares in Q1 2020, an estimated $38K.
  • Valeo Financial Advisors first reported a position in Tootsie Roll Industries in Q3 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's Tootsie Roll Industries position peaked at $121K in Q4 2017.
  • 190 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.