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PFG Private Wealth Management’s C.H. Robinson CHRW Stock Holding History

PFG Private 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
Q4 		– Sell
-26
Closed -$3K – 364
2022
Q3 		$3K Buy
+26
New +$2.79K ﹤0.01% 249

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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

PFG Private Wealth Management's CHRW Position: Q4 2022 in Review

PFG Private Wealth Management sold out of C.H. Robinson (CHRW) in Q4 2022, closing a stake of 26 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in CHRW in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 629 funds tracked by Wall St. Rank hold CHRW as of Q4 2022.

  • PFG Private Wealth Management reported no remaining C.H. Robinson position as of Q4 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 26 C.H. Robinson shares in Q4 2022, an estimated $3K.
  • PFG Private Wealth Management first reported a position in C.H. Robinson in Q3 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's C.H. Robinson position peaked at $3K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2022.

Based on PFG Private Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.