Concord Wealth Partners’s C.H. Robinson CHRW Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-22	Closed	-$2.02K	–	1031
2022 Q4	$2.02K	Buy	+22	New	+$2.1K	﹤0.01%	931
2022 Q3	–	Sell	-118	Closed	-$12K	–	322
2022 Q2	$12K	Hold	118	–	–	﹤0.01%	644
2022 Q1	$13K	Buy	118 +15	+15%	+$1.52K	﹤0.01%	710
2021 Q4	$11K	Buy	103 +53	+106%	+$5.15K	﹤0.01%	755
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	619
2021 Q2	$5K	Sell	50 -5	-9%	-$487	﹤0.01%	723
2021 Q1	$5K	Buy	+55	New	+$5.14K	﹤0.01%	659

Other funds holding CHRW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Concord Wealth Partners's CHRW Position: Q1 2023 in Review

Concord Wealth Partners sold out of C.H. Robinson (CHRW) in Q1 2023, closing a stake of 22 shares — an estimated $2.02K sold.

Concord Wealth Partners first reported a position in CHRW in Q1 2021 and held it in 7 quarters. The position peaked at $13K in Q1 2022. 610 funds tracked by Wall St. Rank hold CHRW as of Q1 2023.

Concord Wealth Partners reported no remaining C.H. Robinson position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 22 C.H. Robinson shares in Q1 2023, an estimated $2.02K.
Concord Wealth Partners first reported a position in C.H. Robinson in Q1 2021 and held it in 7 quarters.
Concord Wealth Partners's C.H. Robinson position peaked at $13K in Q1 2022.
610 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.