Fiduciary Alliance’s C.H. Robinson CHRW Stock Holding History

Fiduciary Alliance’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	-28	Closed	-$2.56K	–	266
2022 Q4	$2.56K	Buy	+28	New	+$2.67K	﹤0.01%	651

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fiduciary Alliance's CHRW Position: Q1 2023 in Review

Fiduciary Alliance sold out of C.H. Robinson (CHRW) in Q1 2023, closing a stake of 28 shares — an estimated $2.56K sold.

Fiduciary Alliance first reported a position in CHRW in Q4 2022 and held it in 1 quarter. The position peaked at $2.56K in Q4 2022. 610 funds tracked by Wall St. Rank hold CHRW as of Q1 2023.

Fiduciary Alliance reported no remaining C.H. Robinson position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 28 C.H. Robinson shares in Q1 2023, an estimated $2.56K.
Fiduciary Alliance first reported a position in C.H. Robinson in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's C.H. Robinson position peaked at $2.56K in Q4 2022.
610 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.