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Milestone Investment Advisors’s Texas Roadhouse TXRH Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-29
Closed -$2.79K – 418
2023
Q3 		$2.79K Buy
+29
New +$3.09K ﹤0.01% 346
2023
Q2 		– Sell
-29
Closed -$3.13K – 413
2023
Q1 		$3.13K Buy
+29
New +$2.97K ﹤0.01% 345

Other funds holding TXRH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Milestone Investment Advisors's TXRH Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Texas Roadhouse (TXRH) in Q4 2023, closing a stake of 29 shares — an estimated $2.79K sold.

Milestone Investment Advisors first reported a position in TXRH in Q1 2023 and held it in 2 quarters. The position peaked at $3.13K in Q1 2023. 455 funds tracked by Wall St. Rank hold TXRH as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Texas Roadhouse position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 29 Texas Roadhouse shares in Q4 2023, an estimated $2.79K.
  • Milestone Investment Advisors first reported a position in Texas Roadhouse in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Texas Roadhouse position peaked at $3.13K in Q1 2023.
  • 455 funds tracked by Wall St. Rank held Texas Roadhouse as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.