TWP
CHUY

TFO Wealth Partners’s Chuy's Holdings, Inc. Common Stock CHUY Stock Holding History

TFO Wealth Partners’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
2023
Q4 		– Sell
-14
Closed -$571 – 1109
2023
Q3 		$571 Buy
+14
New +$538 ﹤0.01% 423

Other funds holding CHUY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFO Wealth Partners's CHUY Position: Q4 2023 in Review

TFO Wealth Partners sold out of Chuy's Holdings, Inc. Common Stock (CHUY) in Q4 2023, closing a stake of 14 shares — an estimated $571 sold.

TFO Wealth Partners first reported a position in CHUY in Q3 2023 and held it in 1 quarter. The position peaked at $571 in Q3 2023. 158 funds tracked by Wall St. Rank hold CHUY as of Q4 2023.

  • TFO Wealth Partners reported no remaining Chuy's Holdings, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 14 Chuy's Holdings, Inc. Common Stock shares in Q4 2023, an estimated $571.
  • TFO Wealth Partners first reported a position in Chuy's Holdings, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's Chuy's Holdings, Inc. Common Stock position peaked at $571 in Q3 2023.
  • 158 funds tracked by Wall St. Rank held Chuy's Holdings, Inc. Common Stock as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.