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Patriot Financial Group Insurance Agency’s C.H. Robinson CHRW Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-121
Closed -$12K – 657
2022
Q2 		$12K Buy
121
+1
+0.8% +$104 ﹤0.01% 1175
2022
Q1 		$13K Buy
120
+1
+0.8% +$102 ﹤0.01% 1253
2021
Q4 		$13K Hold
119
– – ﹤0.01% 1371
2021
Q3 		$10K Sell
119
-1
-0.8% -$90 ﹤0.01% 1468
2021
Q2 		$11K Sell
120
-2
-2% -$195 ﹤0.01% 1403
2021
Q1 		$12K Sell
122
-5
-4% -$467 ﹤0.01% 1284
2020
Q4 		$12K Sell
127
-19
-13% -$1.81K ﹤0.01% 1148
2020
Q3 		$15K Buy
146
+9
+7% +$845 ﹤0.01% 895
2020
Q2 		$11K Buy
137
+9
+7% +$679 ﹤0.01% 933
2020
Q1 		$8K Buy
128
+12
+10% +$862 ﹤0.01% 907
2019
Q4 		$9K Hold
116
– – ﹤0.01% 851
2019
Q3 		$10K Hold
116
– – ﹤0.01% 793
2019
Q2 		$10K Hold
116
– – ﹤0.01% 794
2019
Q1 		$10K Hold
116
– – 0.01% 694
2018
Q4 		$10K Buy
+116
New +$10.4K 0.01% 612
2018
Q2 		– Sell
-95
Closed -$9K – 635
2018
Q1 		$9K Hold
95
– – 0.01% 606
2017
Q4 		$9K Sell
95
-13
-12% -$1.06K 0.01% 600
2017
Q3 		$8K Hold
108
– – 0.01% 587
2017
Q2 		$8K Buy
+108
New +$7.65K 0.01% 571

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 $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $37.4B AUM 35.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CHRW Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of C.H. Robinson (CHRW) in Q3 2022, closing a stake of 121 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in CHRW in Q2 2017 and held it in 19 quarters. The position peaked at $15K in Q3 2020. 652 funds tracked by Wall St. Rank hold CHRW as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining C.H. Robinson position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 121 C.H. Robinson shares in Q3 2022, an estimated $12K.
  • Patriot Financial Group Insurance Agency first reported a position in C.H. Robinson in Q2 2017 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's C.H. Robinson position peaked at $15K in Q3 2020.
  • 652 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.