AAS
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Avantax Advisory Services’s C.H. Robinson CHRW Stock Holding History

Avantax Advisory Services’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
2020
Q1 		– Sell
-8,487
Closed -$666K – 810
2019
Q4 		$666K Sell
8,487
-212
-2% -$16.9K 0.02% 409
2019
Q3 		$742K Buy
8,699
+315
+4% +$26.5K 0.03% 258
2019
Q2 		$707K Buy
8,384
+150
+2% +$12.6K 0.03% 241
2019
Q1 		$716K Buy
8,234
+2,038
+33% +$179K 0.04% 227
2018
Q4 		$524K Buy
+6,196
New +$555K 0.09% 219

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's CHRW Position: Q1 2020 in Review

Avantax Advisory Services sold out of C.H. Robinson (CHRW) in Q1 2020, closing a stake of 8,487 shares — an estimated $666K sold.

Avantax Advisory Services first reported a position in CHRW in Q4 2018 and held it in 5 quarters. The position peaked at $742K in Q3 2019. 539 funds tracked by Wall St. Rank hold CHRW as of Q1 2020.

  • Avantax Advisory Services reported no remaining C.H. Robinson position as of Q1 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 8,487 C.H. Robinson shares in Q1 2020, an estimated $666K.
  • Avantax Advisory Services first reported a position in C.H. Robinson in Q4 2018 and held it in 5 quarters.
  • Avantax Advisory Services's C.H. Robinson position peaked at $742K in Q3 2019.
  • 539 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2020.

Based on Avantax Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.