HWMA
CHRW icon

Heritage Wealth Management (Arizona)’s C.H. Robinson CHRW Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$6.59K Buy
72
+36
+100% +$3.43K ﹤0.01% 838
2022
Q3 		$3K Buy
36
+5
+16% +$537 ﹤0.01% 813
2022
Q2 		$3.14K Hold
31
– – ﹤0.01% 831
2022
Q1 		$3K Buy
+31
New +$3.15K ﹤0.01% 845
2021
Q3 		$3K Hold
31
– – ﹤0.01% 776
2021
Q2 		$3K Hold
31
– – ﹤0.01% 801
2021
Q1 		$3K Buy
+31
New +$2.9K ﹤0.01% 679

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
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return