BDO Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

BDO Wealth Advisors’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 Q2	$47.2K	Hold	500	–	–	0.01%	441
2023 Q1	$49.7K	Hold	500	–	–	0.01%	423
2022 Q4	$45.8K	Hold	500	–	–	0.01%	425
2022 Q3	$48K	Sell	500 -40	-7%	-$4.3K	0.01%	407
2022 Q2	$55K	Hold	540	–	–	0.01%	396
2022 Q1	$58K	Hold	540	–	–	0.01%	406
2021 Q4	$58K	Hold	540	–	–	0.01%	426
2021 Q3	$47K	Hold	540	–	–	0.01%	451
2021 Q2	$51K	Hold	540	–	–	0.01%	465
2021 Q1	$52K	Buy	540 +500	+1,250%	+$46.7K	0.01%	451
2020 Q4	$4K	Hold	40	–	–	﹤0.01%	655
2020 Q3	$4K	Buy	+40	New	+$3.75K	﹤0.01%	576

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

BDO Wealth Advisors's CHRW Position: Q2 2023 in Review

BDO Wealth Advisors held its C.H. Robinson (CHRW) position steady in Q2 2023 at 500 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #441.

BDO Wealth Advisors first reported a position in CHRW in Q3 2020 and has held it in 12 quarters since. The position peaked at $58K in Q1 2022. 610 funds tracked by Wall St. Rank hold CHRW as of Q2 2023.

BDO Wealth Advisors held 500 shares of C.H. Robinson worth $47.2K as of Q2 2023.
BDO Wealth Advisors left its C.H. Robinson share count unchanged in Q2 2023.
C.H. Robinson made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #441 holding.
BDO Wealth Advisors first reported a position in C.H. Robinson in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's C.H. Robinson position peaked at $58K in Q1 2022.
610 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.