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

Financial Synergies 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
Q1 		– Sell
-4
Closed -$367 – 516
2023
Q4 		$367 Buy
+4
New +$335 ﹤0.01% 403
2023
Q2 		– Sell
-4
Closed -$398 – 501
2023
Q1 		$398 Hold
4
– – ﹤0.01% 437
2022
Q4 		$367 Hold
4
– – ﹤0.01% 403
2022
Q3 		$386 Hold
4
– – ﹤0.01% 387
2022
Q2 		$406 Buy
+4
New +$418 ﹤0.01% 391

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Financial Synergies Wealth Advisors's CHRW Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of C.H. Robinson (CHRW) in Q1 2024, closing a stake of 4 shares — an estimated $367 sold.

Financial Synergies Wealth Advisors first reported a position in CHRW in Q2 2022 and held it in 5 quarters. The position peaked at $406 in Q2 2022. 588 funds tracked by Wall St. Rank hold CHRW as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining C.H. Robinson position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 C.H. Robinson shares in Q1 2024, an estimated $367.
  • Financial Synergies Wealth Advisors first reported a position in C.H. Robinson in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's C.H. Robinson position peaked at $406 in Q2 2022.
  • 588 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.