CWM
CHUY

Congress Wealth Management’s Chuy's Holdings, Inc. Common Stock CHUY Stock Holding History

Congress Wealth Management’s Portfolio CHUY Stock Details CHUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-143,222
Closed -$3.71M – 878
2024
Q2 		$3.71M Buy
143,222
+9,144
+7% +$260K 0.06% 285
2024
Q1 		$4.52M Buy
134,078
+27,182
+25% +$928K 0.08% 238
2023
Q4 		$4.09M Buy
106,896
+3,128
+3% +$110K 0.08% 244
2023
Q3 		$3.69M Buy
103,768
+32,137
+45% +$1.23M 0.08% 246
2023
Q2 		$2.92M Buy
+71,631
New +$2.67M 0.07% 234

Other funds holding CHUY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Congress Wealth Management's CHUY Position: Q3 2024 in Review

Congress Wealth Management sold out of Chuy's Holdings, Inc. Common Stock (CHUY) in Q3 2024, closing a stake of 143,222 shares — an estimated $3.71M sold.

Congress Wealth Management first reported a position in CHUY in Q2 2023 and held it in 5 quarters. The position peaked at $4.52M in Q1 2024. 142 funds tracked by Wall St. Rank hold CHUY as of Q3 2024.

  • Congress Wealth Management reported no remaining Chuy's Holdings, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 143,222 Chuy's Holdings, Inc. Common Stock shares in Q3 2024, an estimated $3.71M.
  • Congress Wealth Management first reported a position in Chuy's Holdings, Inc. Common Stock in Q2 2023 and held it in 5 quarters.
  • Congress Wealth Management's Chuy's Holdings, Inc. Common Stock position peaked at $4.52M in Q1 2024.
  • 142 funds tracked by Wall St. Rank held Chuy's Holdings, Inc. Common Stock as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.