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Heritage Wealth Management (Arizona)’s Texas Roadhouse TXRH Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$16.2K Buy
178
+89
+100% +$8.55K ﹤0.01% 708
2022
Q3 		$8K Hold
89
– – ﹤0.01% 696
2022
Q2 		$6.51K Hold
89
– – ﹤0.01% 732
2022
Q1 		$7K Buy
+89
New +$7.62K ﹤0.01% 766
2021
Q3 		$8K Hold
89
– – ﹤0.01% 684
2021
Q2 		$9K Hold
89
– – ﹤0.01% 677
2021
Q1 		$9K Buy
+89
New +$7.78K 0.01% 593

Other funds holding TXRH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TXRH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Texas Roadhouse (TXRH) stake by 100% in Q4 2022, buying an estimated $8.55K and bringing the position to 178 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Heritage Wealth Management (Arizona) first reported a position in TXRH in Q1 2021 and has held it in 7 quarters since. 407 funds tracked by Wall St. Rank hold TXRH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 178 shares of Texas Roadhouse worth $16.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 89 Texas Roadhouse shares in Q4 2022, an estimated $8.55K.
  • Texas Roadhouse made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #708 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Texas Roadhouse in Q1 2021 and has held it in 7 quarters since.
  • 407 funds tracked by Wall St. Rank held Texas Roadhouse as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.