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 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CHRW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its C.H. Robinson (CHRW) stake by 100% in Q4 2022, buying an estimated $3.43K and bringing the position to 72 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Heritage Wealth Management (Arizona) first reported a position in CHRW in Q1 2021 and has held it in 7 quarters since. 629 funds tracked by Wall St. Rank hold CHRW as of Q4 2022.

Heritage Wealth Management (Arizona) held 72 shares of C.H. Robinson worth $6.59K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 36 C.H. Robinson shares in Q4 2022, an estimated $3.43K.
C.H. Robinson made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #838 holding.
Heritage Wealth Management (Arizona) first reported a position in C.H. Robinson in Q1 2021 and has held it in 7 quarters since.
629 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.