Global Wealth Management Investment Advisory’s C.H. Robinson CHRW Stock Holding History

Global Wealth Management Investment Advisory’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	-45	Closed	-$4.25K	–	480
2023 Q2	$4.25K	Buy	+45	New	+$4.35K	﹤0.01%	346
2022 Q3	–	Sell	-45	Closed	-$5K	–	201
2022 Q2	$5K	Hold	45	–	–	﹤0.01%	332
2022 Q1	$5K	Hold	45	–	–	﹤0.01%	363
2021 Q4	$5K	Hold	45	–	–	﹤0.01%	350
2021 Q3	$4K	Hold	45	–	–	﹤0.01%	368
2021 Q2	$4K	Hold	45	–	–	﹤0.01%	352
2021 Q1	$4K	Hold	45	–	–	﹤0.01%	366
2020 Q4	$4K	Hold	45	–	–	﹤0.01%	347
2020 Q3	$5K	Hold	45	–	–	﹤0.01%	329
2020 Q2	$4K	Hold	45	–	–	﹤0.01%	445
2020 Q1	$3K	Hold	45	–	–	﹤0.01%	459
2019 Q4	$4K	Sell	45 -6	-12%	-$478	﹤0.01%	445
2019 Q3	$4K	Hold	51	–	–	﹤0.01%	417
2019 Q2	$4K	Hold	51	–	–	﹤0.01%	457
2019 Q1	$4K	Hold	51	–	–	﹤0.01%	465
2018 Q4	$4K	Buy	+51	New	+$4.57K	﹤0.01%	502

Other funds holding CHRW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Global Wealth Management Investment Advisory's CHRW Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of C.H. Robinson (CHRW) in Q3 2023, closing a stake of 45 shares — an estimated $4.25K sold.

Global Wealth Management Investment Advisory first reported a position in CHRW in Q4 2018 and held it in 16 quarters. The position peaked at $5K in Q2 2022. 602 funds tracked by Wall St. Rank hold CHRW as of Q3 2023.

Global Wealth Management Investment Advisory reported no remaining C.H. Robinson position as of Q3 2023 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 45 C.H. Robinson shares in Q3 2023, an estimated $4.25K.
Global Wealth Management Investment Advisory first reported a position in C.H. Robinson in Q4 2018 and held it in 16 quarters.
Global Wealth Management Investment Advisory's C.H. Robinson position peaked at $5K in Q2 2022.
602 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.