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Principle Wealth Partners’s C.H. Robinson CHRW Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-125
Closed -$10K – 200
2020
Q2 		$10K Buy
+125
New +$9.44K ﹤0.01% 405

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principle Wealth Partners's CHRW Position: Q3 2020 in Review

Principle Wealth Partners sold out of C.H. Robinson (CHRW) in Q3 2020, closing a stake of 125 shares — an estimated $10K sold.

Principle Wealth Partners first reported a position in CHRW in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 562 funds tracked by Wall St. Rank hold CHRW as of Q3 2020.

  • Principle Wealth Partners reported no remaining C.H. Robinson position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 125 C.H. Robinson shares in Q3 2020, an estimated $10K.
  • Principle Wealth Partners first reported a position in C.H. Robinson in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's C.H. Robinson position peaked at $10K in Q2 2020.
  • 562 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.