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

Wipfli 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
2022 Q3	$28K	Buy	+947	New	+$29.6K	﹤0.01%	1418

Other funds holding TR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's TR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Tootsie Roll Industries (TR) in Q3 2022: 947 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings.

170 funds tracked by Wall St. Rank hold TR as of Q3 2022.

Wipfli Financial Advisors held 947 shares of Tootsie Roll Industries worth $28K as of Q3 2022.
Tootsie Roll Industries was a new Wipfli Financial Advisors position in Q3 2022.
Tootsie Roll Industries made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1418 holding.
170 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.