CWM
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Curi Wealth Management’s C.H. Robinson CHRW Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-3
Closed – – 280
2022
Q2 		$0 Hold
3
– – ﹤0.01% 636
2022
Q1 		$0 Hold
3
– – ﹤0.01% 530
2021
Q4 		$0 Buy
+3
New +$291 ﹤0.01% 499
2021
Q1 		– Sell
-3
Closed – – 164
2020
Q4 		$0 Buy
+3
New +$286 ﹤0.01% 404

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Curi Wealth Management's CHRW Position: Q3 2022 in Review

Curi Wealth Management sold out of C.H. Robinson (CHRW) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in CHRW in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 651 funds tracked by Wall St. Rank hold CHRW as of Q3 2022.

  • Curi Wealth Management reported no remaining C.H. Robinson position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 C.H. Robinson shares in Q3 2022.
  • Curi Wealth Management first reported a position in C.H. Robinson in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's C.H. Robinson position peaked at $0 in Q2 2022.
  • 651 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.