IBEX Wealth Advisors’s Texas Roadhouse TXRH Stock Holding History

IBEX Wealth Advisors’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
2024 Q3	–	Sell	-70	Closed	-$12K	–	264
2024 Q2	$12K	Buy	+70	New	+$11.4K	﹤0.01%	220

Other funds holding TXRH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IBEX Wealth Advisors's TXRH Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Texas Roadhouse (TXRH) in Q3 2024, closing a stake of 70 shares — an estimated $12K sold.

IBEX Wealth Advisors first reported a position in TXRH in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 583 funds tracked by Wall St. Rank hold TXRH as of Q3 2024.

IBEX Wealth Advisors reported no remaining Texas Roadhouse position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 70 Texas Roadhouse shares in Q3 2024, an estimated $12K.
IBEX Wealth Advisors first reported a position in Texas Roadhouse in Q2 2024 and held it in 1 quarter.
IBEX Wealth Advisors's Texas Roadhouse position peaked at $12K in Q2 2024.
583 funds tracked by Wall St. Rank held Texas Roadhouse as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.