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

Kingswood 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
2024
Q4 		– Sell
-7,508
Closed -$829K – 809
2024
Q3 		$829K Sell
7,508
-529
-7% -$51.4K 0.06% 334
2024
Q2 		$708K Buy
8,037
+4,151
+107% +$331K 0.06% 307
2024
Q1 		$296K Buy
+3,886
New +$304K 0.03% 482

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kingswood Wealth Advisors's CHRW Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of C.H. Robinson (CHRW) in Q4 2024, closing a stake of 7,508 shares — an estimated $829K sold.

Kingswood Wealth Advisors first reported a position in CHRW in Q1 2024 and held it in 3 quarters. The position peaked at $829K in Q3 2024. 679 funds tracked by Wall St. Rank hold CHRW as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining C.H. Robinson position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,508 C.H. Robinson shares in Q4 2024, an estimated $829K.
  • Kingswood Wealth Advisors first reported a position in C.H. Robinson in Q1 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's C.H. Robinson position peaked at $829K in Q3 2024.
  • 679 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.