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JWM
Janiczek Wealth Management’s
C.H. Robinson
CHRW
Stock Holding History
Janiczek Wealth Management’s Portfolio
CHRW Stock Details
CHRW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-39
Closed
-$3.37K
–
1106
2023
Q4
$3.37K
Buy
39
+17
+77%
+$1.43K
﹤0.01%
795
2023
Q3
$1.9K
Hold
22
–
–
﹤0.01%
844
2023
Q2
$2.08K
Hold
22
–
–
﹤0.01%
767
2023
Q1
$2.1K
Hold
22
–
–
﹤0.01%
760
2022
Q4
$2.06K
Hold
22
–
–
﹤0.01%
767
2022
Q3
$2K
Hold
22
–
–
﹤0.01%
749
2022
Q2
$2K
Sell
22
-27
-55%
-$2.82K
﹤0.01%
766
2022
Q1
$5K
Hold
49
–
–
﹤0.01%
658
2021
Q4
$5K
Buy
49
+6
+14%
+$583
﹤0.01%
698
2021
Q3
$4K
Sell
43
-3
-7%
-$271
﹤0.01%
713
2021
Q2
$4K
Hold
46
–
–
﹤0.01%
685
2021
Q1
$4K
Sell
46
-18
-28%
-$1.68K
﹤0.01%
661
2020
Q4
$6K
Sell
64
-9
-12%
-$859
﹤0.01%
547
2020
Q3
$7K
Buy
+73
New
+$6.85K
﹤0.01%
283
Other funds holding CHRW
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
CAM
Cresset Asset Management
Chicago, Illinois
$23.1B AUM
27.04%
1-Year Est. Return
CCP
Clarkston Capital Partners
Rochester, Michigan
$1.31B AUM
3.79%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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