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Acorn Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-238
Closed -$20K – 162
2018
Q2 		$20K Hold
238
– – 0.02% 388
2018
Q1 		$22K Buy
+238
New +$21.9K 0.02% 376

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acorn Wealth Advisors's CHRW Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of C.H. Robinson (CHRW) in Q3 2018, closing a stake of 238 shares — an estimated $20K sold.

Acorn Wealth Advisors first reported a position in CHRW in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 588 funds tracked by Wall St. Rank hold CHRW as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining C.H. Robinson position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 238 C.H. Robinson shares in Q3 2018, an estimated $20K.
  • Acorn Wealth Advisors first reported a position in C.H. Robinson in Q1 2018 and held it in 2 quarters.
  • Acorn Wealth Advisors's C.H. Robinson position peaked at $22K in Q1 2018.
  • 588 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.