AWS
CHRW icon

Atria Wealth Solutions’s C.H. Robinson CHRW Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-2,916
Closed -$257K – 1938
2024
Q2 		$257K Buy
+2,916
New +$233K ﹤0.01% 1604

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atria Wealth Solutions's CHRW Position: Q3 2024 in Review

Atria Wealth Solutions sold out of C.H. Robinson (CHRW) in Q3 2024, closing a stake of 2,916 shares — an estimated $257K sold.

Atria Wealth Solutions first reported a position in CHRW in Q2 2024 and held it in 1 quarter. The position peaked at $257K in Q2 2024. 642 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

  • Atria Wealth Solutions reported no remaining C.H. Robinson position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,916 C.H. Robinson shares in Q3 2024, an estimated $257K.
  • Atria Wealth Solutions first reported a position in C.H. Robinson in Q2 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's C.H. Robinson position peaked at $257K in Q2 2024.
  • 642 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.