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

Beacon Harbor 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
2025
Q1 		– Sell
-57,325
Closed -$5.92M – 79
2024
Q4 		$5.92M Buy
+57,325
New +$6.17M 1.38% 37

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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Harbor Wealth Advisors's CHRW Position: Q1 2025 in Review

Beacon Harbor Wealth Advisors sold out of C.H. Robinson (CHRW) in Q1 2025, closing a stake of 57,325 shares — an estimated $5.92M sold.

Beacon Harbor Wealth Advisors first reported a position in CHRW in Q4 2024 and held it in 1 quarter. The position peaked at $5.92M in Q4 2024. 692 funds tracked by Wall St. Rank hold CHRW as of Q1 2025.

  • Beacon Harbor Wealth Advisors reported no remaining C.H. Robinson position as of Q1 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 57,325 C.H. Robinson shares in Q1 2025, an estimated $5.92M.
  • Beacon Harbor Wealth Advisors first reported a position in C.H. Robinson in Q4 2024 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's C.H. Robinson position peaked at $5.92M in Q4 2024.
  • 692 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2025, filed 12 May 2025.