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

Amplius 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
2022 Q1	–	Sell	-53	Closed	-$5K	–	287
2021 Q4	$5K	Buy	+53	New	+$5.15K	﹤0.01%	702

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amplius Wealth Advisors's CHRW Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of C.H. Robinson (CHRW) in Q1 2022, closing a stake of 53 shares — an estimated $5K sold.

Amplius Wealth Advisors first reported a position in CHRW in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 628 funds tracked by Wall St. Rank hold CHRW as of Q1 2022.

Amplius Wealth Advisors reported no remaining C.H. Robinson position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 53 C.H. Robinson shares in Q1 2022, an estimated $5K.
Amplius Wealth Advisors first reported a position in C.H. Robinson in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's C.H. Robinson position peaked at $5K in Q4 2021.
628 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.