AWM
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Axxcess Wealth Management’s C.H. Robinson CHRW Stock Holding History

Axxcess Wealth Management’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
2023
Q1 		– Sell
-2,281
Closed -$209K – 644
2022
Q4 		$209K Buy
+2,281
New +$217K 0.02% 552

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Axxcess Wealth Management's CHRW Position: Q1 2023 in Review

Axxcess Wealth Management sold out of C.H. Robinson (CHRW) in Q1 2023, closing a stake of 2,281 shares — an estimated $209K sold.

Axxcess Wealth Management first reported a position in CHRW in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 610 funds tracked by Wall St. Rank hold CHRW as of Q1 2023.

  • Axxcess Wealth Management reported no remaining C.H. Robinson position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,281 C.H. Robinson shares in Q1 2023, an estimated $209K.
  • Axxcess Wealth Management first reported a position in C.H. Robinson in Q4 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's C.H. Robinson position peaked at $209K in Q4 2022.
  • 610 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.