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Paradigm Strategies in Wealth Management’s C.H. Robinson CHRW Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-352
Closed -$33K – 72
2021
Q2 		$33K Buy
352
+2
+0.6% +$195 0.03% 115
2021
Q1 		$33K Buy
+350
New +$32.7K 0.03% 119

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paradigm Strategies in Wealth Management's CHRW Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of C.H. Robinson (CHRW) in Q3 2021, closing a stake of 352 shares — an estimated $33K sold.

Paradigm Strategies in Wealth Management first reported a position in CHRW in Q1 2021 and held it in 2 quarters. The position peaked at $33K in Q2 2021. 557 funds tracked by Wall St. Rank hold CHRW as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining C.H. Robinson position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 352 C.H. Robinson shares in Q3 2021, an estimated $33K.
  • Paradigm Strategies in Wealth Management first reported a position in C.H. Robinson in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's C.H. Robinson position peaked at $33K in Q2 2021.
  • 557 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.