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

Fingerlakes 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
2025
Q1 		– Sell
-3,080
Closed -$318K – 87
2024
Q4 		$318K Sell
3,080
-73
-2% -$7.86K 0.26% 71
2024
Q3 		$348K Sell
3,153
-8
-0.3% -$777 0.29% 69
2024
Q2 		$279K Sell
3,161
-200
-6% -$16K 0.25% 75
2024
Q1 		$256K Sell
3,361
-275
-8% -$21.5K 0.25% 80
2023
Q4 		$314K Hold
3,636
– – 0.34% 66
2023
Q3 		$313K Sell
3,636
-204
-5% -$19K 0.38% 64
2023
Q2 		$362K Sell
3,840
-78
-2% -$7.54K 0.41% 62
2023
Q1 		$389K Buy
3,918
+25
+0.6% +$2.46K 0.49% 60
2022
Q4 		$356K Buy
3,893
+21
+0.5% +$2K 0.49% 65
2022
Q3 		$373K Sell
3,872
-245
-6% -$26.3K 0.54% 55
2022
Q2 		$417K Sell
4,117
-53
-1% -$5.53K 0.57% 55
2022
Q1 		$449K Sell
4,170
-124
-3% -$12.6K 0.53% 57
2021
Q4 		$464K Buy
+4,294
New +$417K 0.52% 55

Other funds holding CHRW

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fingerlakes Wealth Management's CHRW Position: Q1 2025 in Review

Fingerlakes Wealth Management sold out of C.H. Robinson (CHRW) in Q1 2025, closing a stake of 3,080 shares — an estimated $318K sold.

Fingerlakes Wealth Management first reported a position in CHRW in Q4 2021 and held it in 13 quarters. The position peaked at $464K in Q4 2021. 692 funds tracked by Wall St. Rank hold CHRW as of Q1 2025.

  • Fingerlakes Wealth Management reported no remaining C.H. Robinson position as of Q1 2025 after selling out during the quarter.
  • Fingerlakes Wealth Management sold 3,080 C.H. Robinson shares in Q1 2025, an estimated $318K.
  • Fingerlakes Wealth Management first reported a position in C.H. Robinson in Q4 2021 and held it in 13 quarters.
  • Fingerlakes Wealth Management's C.H. Robinson position peaked at $464K in Q4 2021.
  • 692 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2025.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.