GSWM
CHRW icon

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

Golden State 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
2020
Q2 		– Sell
-16
Closed -$1K – 300
2020
Q1 		$1K Buy
+16
New +$1.15K ﹤0.01% 902
2019
Q4 		– Sell
-16
Closed -$1K – 191
2019
Q3 		$1K Hold
16
– – ﹤0.01% 1013
2019
Q2 		$1K Hold
16
– – ﹤0.01% 1016
2019
Q1 		$1K Buy
+16
New +$1.41K ﹤0.01% 1056

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Golden State Wealth Management's CHRW Position: Q2 2020 in Review

Golden State Wealth Management sold out of C.H. Robinson (CHRW) in Q2 2020, closing a stake of 16 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in CHRW in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q1 2020. 548 funds tracked by Wall St. Rank hold CHRW as of Q2 2020.

  • Golden State Wealth Management reported no remaining C.H. Robinson position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 16 C.H. Robinson shares in Q2 2020, an estimated $1K.
  • Golden State Wealth Management first reported a position in C.H. Robinson in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's C.H. Robinson position peaked at $1K in Q1 2020.
  • 548 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.