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

Encompass 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
2024 Q4	–	Sell	-4,201	Closed	-$464K	–	102
2024 Q3	$464K	Hold	4,201	–	–	0.12%	149
2024 Q2	$370K	Hold	4,201	–	–	0.1%	167
2024 Q1	$320K	Hold	4,201	–	–	0.08%	189
2023 Q4	$363K	Hold	4,201	–	–	0.11%	150
2023 Q3	$362K	Hold	4,201	–	–	0.12%	144
2023 Q2	$396K	Hold	4,201	–	–	0.13%	141
2023 Q1	$418K	Hold	4,201	–	–	0.14%	127
2022 Q4	$385K	Hold	4,201	–	–	0.14%	128
2022 Q3	$405K	Hold	4,201	–	–	0.15%	124
2022 Q2	$426K	Sell	4,201 -34	-0.8%	-$3.55K	0.15%	121
2022 Q1	$456K	Hold	4,235	–	–	0.12%	139
2021 Q4	$456K	Hold	4,235	–	–	0.11%	138
2021 Q3	$368K	Hold	4,235	–	–	0.1%	152
2021 Q2	$396K	Hold	4,235	–	–	0.1%	153
2021 Q1	$420K	Buy	4,235 +235	+6%	+$21.9K	0.11%	151
2020 Q4	$375K	Buy	+4,000	New	+$382K	0.22%	74

Other funds holding CHRW

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Encompass Wealth Advisors's CHRW Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of C.H. Robinson (CHRW) in Q4 2024, closing a stake of 4,201 shares — an estimated $464K sold.

Encompass Wealth Advisors first reported a position in CHRW in Q4 2020 and held it in 16 quarters. The position peaked at $464K in Q3 2024. 679 funds tracked by Wall St. Rank hold CHRW as of Q4 2024.

Encompass Wealth Advisors reported no remaining C.H. Robinson position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 4,201 C.H. Robinson shares in Q4 2024, an estimated $464K.
Encompass Wealth Advisors first reported a position in C.H. Robinson in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's C.H. Robinson position peaked at $464K in Q3 2024.
679 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.