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WR Wealth Planners’s Texas Roadhouse TXRH Stock Holding History

WR Wealth Planners’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
Q4 		$17.3K Hold
96
– – 0.01% 499
2024
Q3 		$17K Buy
96
+18
+23% +$3.04K ﹤0.01% 533
2024
Q2 		$13.4K Sell
78
-11
-12% -$1.79K ﹤0.01% 530
2024
Q1 		$13.7K Buy
+89
New +$12.2K ﹤0.01% 530
2023
Q4 		– Sell
-91
Closed -$8.74K – 812
2023
Q3 		$8.74K Hold
91
– – ﹤0.01% 598
2023
Q2 		$10.2K Sell
91
-8
-8% -$880 ﹤0.01% 567
2023
Q1 		$10.7K Buy
+99
New +$10.1K ﹤0.01% 534

Other funds holding TXRH

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WR Wealth Planners's TXRH Position: Q4 2024 in Review

WR Wealth Planners held its Texas Roadhouse (TXRH) position steady in Q4 2024 at 96 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #499.

WR Wealth Planners first reported a position in TXRH in Q1 2023 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold TXRH as of Q4 2024.

  • WR Wealth Planners held 96 shares of Texas Roadhouse worth $17.3K as of Q4 2024.
  • WR Wealth Planners left its Texas Roadhouse share count unchanged in Q4 2024.
  • Texas Roadhouse made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #499 holding.
  • WR Wealth Planners first reported a position in Texas Roadhouse in Q1 2023 and has held it in 7 quarters since.
  • 614 funds tracked by Wall St. Rank held Texas Roadhouse as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.