HWA
CHRW icon

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

Heritage 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
2025
Q1 		– Sell
-400
Closed -$41.3K – 590
2024
Q4 		$41.3K Hold
400
– – ﹤0.01% 327
2024
Q3 		$44.1K Sell
400
-40
-9% -$3.88K ﹤0.01% 338
2024
Q2 		$38.8K Hold
440
– – ﹤0.01% 334
2024
Q1 		$33.5K Sell
440
-340
-44% -$26.6K ﹤0.01% 363
2023
Q4 		$67.4K Hold
780
– – ﹤0.01% 309
2023
Q3 		$67.2K Hold
780
– – ﹤0.01% 277
2023
Q2 		$73.6K Hold
780
– – ﹤0.01% 284
2023
Q1 		$77.5K Sell
780
-80
-9% -$7.88K ﹤0.01% 277
2022
Q4 		$78.7K Hold
860
– – ﹤0.01% 278
2022
Q3 		$82.8K Hold
860
– – 0.01% 261
2022
Q2 		$87K Buy
+860
New +$89.8K 0.01% 273

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