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Spartan Planning & Wealth Management’s C.H. Robinson CHRW Stock Holding History

Spartan Planning & 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
2023
Q4 		$346 Hold
4
– – ﹤0.01% 179
2023
Q3 		$345 Buy
+4
New +$373 ﹤0.01% 128
2022
Q4 		– Sell
-1,101
Closed -$106K – 167
2022
Q3 		$106K Sell
1,101
-1,061
-49% -$114K 0.14% 36
2022
Q2 		$219K Buy
+2,162
New +$226K 0.29% 30

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Spartan Planning & Wealth Management's CHRW Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its C.H. Robinson (CHRW) position steady in Q4 2023 at 4 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Spartan Planning & Wealth Management first reported a position in CHRW in Q2 2022 and has held it in 4 quarters since. The position peaked at $219K in Q2 2022. 642 funds tracked by Wall St. Rank hold CHRW as of Q4 2023.

  • Spartan Planning & Wealth Management held 4 shares of C.H. Robinson worth $346 as of Q4 2023.
  • Spartan Planning & Wealth Management left its C.H. Robinson share count unchanged in Q4 2023.
  • C.H. Robinson made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #179 holding.
  • Spartan Planning & Wealth Management first reported a position in C.H. Robinson in Q2 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's C.H. Robinson position peaked at $219K in Q2 2022.
  • 642 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.