Wealth Enhancement Advisory Services
TR icon

Wealth Enhancement Advisory Services’s Tootsie Roll Industries TR Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		– Sell
-7,272
Closed -$254K – 3866
2025
Q4 		$254K Sell
7,272
-593
-8% -$22.5K ﹤0.01% 3067
2025
Q3 		$328K Buy
7,865
+194
+3% +$7.34K ﹤0.01% 2708
2025
Q2 		$264K Buy
+7,671
New +$246K ﹤0.01% 2742

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's TR Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Tootsie Roll Industries (TR) in Q1 2026, closing a stake of 7,272 shares — an estimated $254K sold.

Wealth Enhancement Advisory Services first reported a position in TR in Q2 2025 and held it in 3 quarters. The position peaked at $328K in Q3 2025. 222 funds tracked by Wall St. Rank hold TR as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Tootsie Roll Industries position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 7,272 Tootsie Roll Industries shares in Q1 2026, an estimated $254K.
  • Wealth Enhancement Advisory Services first reported a position in Tootsie Roll Industries in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Tootsie Roll Industries position peaked at $328K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.