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

Clarus 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
2019
Q3 		– Sell
-844
Closed -$71K – 207
2019
Q2 		$71K Buy
844
+1
+0.1% +$84 0.05% 237
2019
Q1 		$73K Buy
843
+4
+0.5% +$351 0.05% 239
2018
Q4 		$71K Buy
839
+3
+0.4% +$269 0.11% 212
2018
Q3 		$82K Buy
836
+7
+0.8% +$657 0.05% 228
2018
Q2 		$78K Buy
+829
New +$74K 0.06% 221

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarus Wealth Advisors's CHRW Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of C.H. Robinson (CHRW) in Q3 2019, closing a stake of 844 shares — an estimated $71K sold.

Clarus Wealth Advisors first reported a position in CHRW in Q2 2018 and held it in 5 quarters. The position peaked at $82K in Q3 2018. 586 funds tracked by Wall St. Rank hold CHRW as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining C.H. Robinson position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 844 C.H. Robinson shares in Q3 2019, an estimated $71K.
  • Clarus Wealth Advisors first reported a position in C.H. Robinson in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's C.H. Robinson position peaked at $82K in Q3 2018.
  • 586 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.