MWM
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Modera Wealth Management’s C.H. Robinson CHRW Stock Holding History

Modera Wealth Management’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
Q1 		– Sell
-2,892
Closed -$311K – 399
2021
Q4 		$311K Buy
+2,892
New +$281K 0.01% 396

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Modera Wealth Management's CHRW Position: Q1 2022 in Review

Modera Wealth Management sold out of C.H. Robinson (CHRW) in Q1 2022, closing a stake of 2,892 shares — an estimated $311K sold.

Modera Wealth Management first reported a position in CHRW in Q4 2021 and held it in 1 quarter. The position peaked at $311K in Q4 2021. 628 funds tracked by Wall St. Rank hold CHRW as of Q1 2022.

  • Modera Wealth Management reported no remaining C.H. Robinson position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,892 C.H. Robinson shares in Q1 2022, an estimated $311K.
  • Modera Wealth Management first reported a position in C.H. Robinson in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's C.H. Robinson position peaked at $311K in Q4 2021.
  • 628 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.