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FirstPurpose Wealth’s C.H. Robinson CHRW Stock Holding History

FirstPurpose Wealth’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
Q3 		– Sell
-2,130
Closed -$201K – 199
2023
Q2 		$201K Buy
2,130
+100
+5% +$9.67K 0.09% 188
2023
Q1 		$202K Buy
+2,030
New +$200K 0.1% 180
2022
Q2 		– Sell
-3,113
Closed -$335K – 144
2022
Q1 		$335K Buy
3,113
+317
+11% +$32.2K 0.26% 88
2021
Q4 		$301K Buy
+2,796
New +$272K 0.19% 98

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FirstPurpose Wealth's CHRW Position: Q3 2023 in Review

FirstPurpose Wealth sold out of C.H. Robinson (CHRW) in Q3 2023, closing a stake of 2,130 shares — an estimated $201K sold.

FirstPurpose Wealth first reported a position in CHRW in Q4 2021 and held it in 4 quarters. The position peaked at $335K in Q1 2022. 602 funds tracked by Wall St. Rank hold CHRW as of Q3 2023.

  • FirstPurpose Wealth reported no remaining C.H. Robinson position as of Q3 2023 after selling out during the quarter.
  • FirstPurpose Wealth sold 2,130 C.H. Robinson shares in Q3 2023, an estimated $201K.
  • FirstPurpose Wealth first reported a position in C.H. Robinson in Q4 2021 and held it in 4 quarters.
  • FirstPurpose Wealth's C.H. Robinson position peaked at $335K in Q1 2022.
  • 602 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2023.

Based on FirstPurpose Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.