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

Baystate 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
2022
Q4 		– Sell
-29
Closed -$3K – 942
2022
Q3 		$3K Buy
+29
New +$3.12K ﹤0.01% 686
2017
Q3 		– Sell
-10
Closed -$1K – 655
2017
Q2 		$1K Hold
10
– – ﹤0.01% 561
2017
Q1 		$1K Buy
+10
New +$768 ﹤0.01% 525

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baystate Wealth Management's CHRW Position: Q4 2022 in Review

Baystate Wealth Management sold out of C.H. Robinson (CHRW) in Q4 2022, closing a stake of 29 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in CHRW in Q1 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 629 funds tracked by Wall St. Rank hold CHRW as of Q4 2022.

  • Baystate Wealth Management reported no remaining C.H. Robinson position as of Q4 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 29 C.H. Robinson shares in Q4 2022, an estimated $3K.
  • Baystate Wealth Management first reported a position in C.H. Robinson in Q1 2017 and held it in 3 quarters.
  • Baystate Wealth Management's C.H. Robinson position peaked at $3K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.