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

MFA 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
-591
Closed -$65.2K – 125
2024
Q3 		$65.2K Sell
591
-19,253
-97% -$1.87M 0.01% 163
2024
Q2 		$1.75M Buy
19,844
+529
+3% +$42.2K 0.38% 44
2024
Q1 		$1.47M Buy
19,315
+1,502
+8% +$117K 0.39% 42
2023
Q4 		$1.54M Buy
17,813
+1,320
+8% +$111K 0.43% 37
2023
Q3 		$1.42M Buy
16,493
+2,599
+19% +$243K 0.44% 36
2023
Q2 		$1.31M Buy
13,894
+1,893
+16% +$183K 0.41% 36
2023
Q1 		$1.19M Buy
12,001
+1,485
+14% +$146K 0.39% 34
2022
Q4 		$963K Buy
+10,516
New +$1M 0.35% 34

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

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

MFA Wealth Advisors sold out of C.H. Robinson (CHRW) in Q4 2024, closing a stake of 591 shares — an estimated $65.2K sold.

MFA Wealth Advisors first reported a position in CHRW in Q4 2022 and held it in 8 quarters. The position peaked at $1.75M in Q2 2024. 680 funds tracked by Wall St. Rank hold CHRW as of Q4 2024.

  • MFA Wealth Advisors reported no remaining C.H. Robinson position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 591 C.H. Robinson shares in Q4 2024, an estimated $65.2K.
  • MFA Wealth Advisors first reported a position in C.H. Robinson in Q4 2022 and held it in 8 quarters.
  • MFA Wealth Advisors's C.H. Robinson position peaked at $1.75M in Q2 2024.
  • 680 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.