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Baker Tilly Wealth Management’s C.H. Robinson CHRW Stock Holding History

Baker Tilly 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
2024
Q3 		– Sell
-2,407
Closed -$212K – 241
2024
Q2 		$212K Sell
2,407
-6,765
-74% -$540K 0.09% 261
2024
Q1 		$698K Buy
9,172
+512
+6% +$40K 0.13% 175
2023
Q4 		$748K Sell
8,660
-1,083
-11% -$90.8K 0.12% 179
2023
Q3 		$839K Sell
9,743
-479
-5% -$44.7K 0.14% 152
2023
Q2 		$964K Buy
10,222
+14
+0.1% +$1.35K 0.1% 205
2023
Q1 		$1.01M Buy
10,208
+81
+0.8% +$7.97K 0.11% 196
2022
Q4 		$927K Sell
10,127
-595
-6% -$56.7K 0.11% 199
2022
Q3 		$1.03M Buy
10,722
+29
+0.3% +$3.12K 0.14% 153
2022
Q2 		$1.08M Sell
10,693
-5,279
-33% -$551K 0.14% 151
2022
Q1 		$1.72M Buy
15,972
+1,168
+8% +$119K 0.19% 107
2021
Q4 		$1.59M Buy
14,804
+2,239
+18% +$217K 0.17% 123
2021
Q3 		$1.09M Buy
12,565
+1,873
+18% +$169K 0.14% 146
2021
Q2 		$1M Buy
10,692
+1,940
+22% +$189K 0.16% 144
2021
Q1 		$835K Buy
8,752
+189
+2% +$17.6K 0.17% 149
2020
Q4 		$804K Buy
+8,563
New +$817K 0.25% 101

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 $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Tilly Wealth Management's CHRW Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of C.H. Robinson (CHRW) in Q3 2024, closing a stake of 2,407 shares — an estimated $212K sold.

Baker Tilly Wealth Management first reported a position in CHRW in Q4 2020 and held it in 15 quarters. The position peaked at $1.72M in Q1 2022. 643 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining C.H. Robinson position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,407 C.H. Robinson shares in Q3 2024, an estimated $212K.
  • Baker Tilly Wealth Management first reported a position in C.H. Robinson in Q4 2020 and held it in 15 quarters.
  • Baker Tilly Wealth Management's C.H. Robinson position peaked at $1.72M in Q1 2022.
  • 643 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.