ACG Wealth’s C.H. Robinson CHRW Stock Holding History

ACG Wealth’s Portfolio CHRW Stock Details CHRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-411	Closed	-$42K	–	357
2022 Q2	$42K	Buy	+411	New	+$42.9K	0.01%	457

Other funds holding CHRW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACG Wealth's CHRW Position: Q3 2022 in Review

ACG Wealth sold out of C.H. Robinson (CHRW) in Q3 2022, closing a stake of 411 shares — an estimated $42K sold.

ACG Wealth first reported a position in CHRW in Q2 2022 and held it in 1 quarter. The position peaked at $42K in Q2 2022. 651 funds tracked by Wall St. Rank hold CHRW as of Q3 2022.

ACG Wealth reported no remaining C.H. Robinson position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 411 C.H. Robinson shares in Q3 2022, an estimated $42K.
ACG Wealth first reported a position in C.H. Robinson in Q2 2022 and held it in 1 quarter.
ACG Wealth's C.H. Robinson position peaked at $42K in Q2 2022.
651 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.