IWP
CHRW icon

Icon Wealth Partners’s C.H. Robinson CHRW Stock Holding History

Icon Wealth Partners’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
Q3 		– Sell
-12,698
Closed -$1M – 265
2020
Q2 		$1M Buy
+12,698
New +$959K 0.24% 79
2019
Q2 		– Sell
-58
Closed -$5K – 268
2019
Q1 		$5K Buy
+58
New +$5.09K ﹤0.01% 747
2018
Q3 		– Sell
-58
Closed -$5K – 354
2018
Q2 		$5K Buy
+58
New +$5.18K ﹤0.01% 754
2018
Q1 		– Sell
-61
Closed -$5K – 342
2017
Q4 		$5K Buy
+61
New +$4.98K ﹤0.01% 776

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's CHRW Position: Q3 2020 in Review

Icon Wealth Partners sold out of C.H. Robinson (CHRW) in Q3 2020, closing a stake of 12,698 shares — an estimated $1M sold.

Icon Wealth Partners first reported a position in CHRW in Q4 2017 and held it in 4 quarters. The position peaked at $1M in Q2 2020. 562 funds tracked by Wall St. Rank hold CHRW as of Q3 2020.

  • Icon Wealth Partners reported no remaining C.H. Robinson position as of Q3 2020 after selling out during the quarter.
  • Icon Wealth Partners sold 12,698 C.H. Robinson shares in Q3 2020, an estimated $1M.
  • Icon Wealth Partners first reported a position in C.H. Robinson in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's C.H. Robinson position peaked at $1M in Q2 2020.
  • 562 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.