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Avantax Planning Partners’s Texas Roadhouse TXRH Stock Holding History

Avantax Planning Partners’s Portfolio TXRH Stock Details TXRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-111
Closed -$6K – 1392
2018
Q1 		$6K Buy
+111
New +$6.38K ﹤0.01% 1284

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Avantax Planning Partners's TXRH Position: Q2 2018 in Review

Avantax Planning Partners sold out of Texas Roadhouse (TXRH) in Q2 2018, closing a stake of 111 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in TXRH in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 304 funds tracked by Wall St. Rank hold TXRH as of Q2 2018.

  • Avantax Planning Partners reported no remaining Texas Roadhouse position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 111 Texas Roadhouse shares in Q2 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Texas Roadhouse in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Texas Roadhouse position peaked at $6K in Q1 2018.
  • 304 funds tracked by Wall St. Rank held Texas Roadhouse as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.