Polaris Wealth Advisory Group’s C.H. Robinson CHRW Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q1	–	Sell	-14,942	Closed	-$1.42M	–	177
2022 Q4	$1.42M	Sell	14,942 -193,161	-93%	-$18.4M	0.11%	105
2022 Q3	$19.6M	Sell	208,103 -173,661	-45%	-$18.7M	1.63%	23
2022 Q2	$38.7M	Sell	381,764 -34,665	-8%	-$3.62M	3.09%	8
2022 Q1	$42M	Buy	+416,429	New	+$42.3M	2.81%	5

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Polaris Wealth Advisory Group's CHRW Position: Q1 2023 in Review

Polaris Wealth Advisory Group sold out of C.H. Robinson (CHRW) in Q1 2023, closing a stake of 14,942 shares — an estimated $1.42M sold.

Polaris Wealth Advisory Group first reported a position in CHRW in Q1 2022 and held it in 4 quarters. The position peaked at $42M in Q1 2022. 610 funds tracked by Wall St. Rank hold CHRW as of Q1 2023.

Polaris Wealth Advisory Group reported no remaining C.H. Robinson position as of Q1 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 14,942 C.H. Robinson shares in Q1 2023, an estimated $1.42M.
Polaris Wealth Advisory Group first reported a position in C.H. Robinson in Q1 2022 and held it in 4 quarters.
Polaris Wealth Advisory Group's C.H. Robinson position peaked at $42M in Q1 2022.
610 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2023, filed 3 May 2023.