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CFFP
Center for Financial Planning’s
C.H. Robinson
CHRW
Stock Holding History
Center for Financial Planning’s Portfolio
CHRW Stock Details
CHRW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-100
Closed
-$10.2K
–
659
2025
Q1
$10.2K
Sell
100
-50
-33%
-$5.05K
﹤0.01%
470
2024
Q4
$15.5K
Hold
150
–
–
﹤0.01%
372
2024
Q3
$16.6K
Hold
150
–
–
﹤0.01%
350
2024
Q2
$13.2K
Hold
150
–
–
﹤0.01%
363
2024
Q1
$11.4K
Hold
150
–
–
﹤0.01%
394
2023
Q4
$13K
Hold
150
–
–
﹤0.01%
340
2023
Q3
$12.9K
Hold
150
–
–
﹤0.01%
330
2023
Q2
$14.2K
Hold
150
–
–
﹤0.01%
351
2023
Q1
$14.9K
Hold
150
–
–
﹤0.01%
314
2022
Q4
$13.7K
Hold
150
–
–
﹤0.01%
321
2022
Q3
$14K
Hold
150
–
–
﹤0.01%
318
2022
Q2
$15K
Hold
150
–
–
﹤0.01%
314
2022
Q1
$16K
Hold
150
–
–
﹤0.01%
326
2021
Q4
$16K
Hold
150
–
–
﹤0.01%
329
2021
Q3
$13K
Hold
150
–
–
﹤0.01%
335
2021
Q2
$14K
Sell
150
-47
-24%
-$4.58K
﹤0.01%
330
2021
Q1
$19K
Hold
197
–
–
0.01%
311
2020
Q4
$18K
Hold
197
–
–
0.01%
294
2020
Q3
$20K
Hold
197
–
–
0.01%
258
2020
Q2
$16K
Sell
197
-76
-28%
-$5.74K
0.01%
275
2020
Q1
$18K
Buy
273
+76
+39%
+$5.46K
0.01%
265
2019
Q4
$15K
Buy
+197
New
+$15.7K
﹤0.01%
281
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
BC
Broadwater Capital
Boston, Massachusetts
$134M AUM
21.11%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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