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Wealthspire Advisors (New York)’s Tootsie Roll Industries TR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-62
Closed -$2.52K – 2742
2025
Q3 		$2.52K Buy
+62
New +$2.35K ﹤0.01% 2547

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s TR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Tootsie Roll Industries (TR) in Q4 2025, closing a stake of 62 shares — an estimated $2.52K sold.

Wealthspire Advisors (New York) first reported a position in TR in Q3 2025 and held it in 1 quarter. The position peaked at $2.52K in Q3 2025. 214 funds tracked by Wall St. Rank hold TR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Tootsie Roll Industries position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 62 Tootsie Roll Industries shares in Q4 2025, an estimated $2.52K.
  • Wealthspire Advisors (New York) first reported a position in Tootsie Roll Industries in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Tootsie Roll Industries position peaked at $2.52K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.