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

Stratos 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
2021
Q2 		– Sell
-2,801
Closed -$267K – 1192
2021
Q1 		$267K Buy
2,801
+445
+19% +$41.6K 0.01% 927
2020
Q4 		$221K Buy
2,356
+148
+7% +$14.1K 0.01% 969
2020
Q3 		$226K Buy
+2,208
New +$207K 0.01% 882
2018
Q4 		– Sell
-2,014
Closed -$197K – 1076
2018
Q3 		$197K Buy
+2,014
New +$189K 0.01% 841
2018
Q2 		– Sell
-2,014
Closed -$189K – 1223
2018
Q1 		$189K Hold
2,014
– – 0.01% 927
2017
Q4 		$179K Buy
+2,014
New +$164K 0.01% 925

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 $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners's CHRW Position: Q2 2021 in Review

Stratos Wealth Partners sold out of C.H. Robinson (CHRW) in Q2 2021, closing a stake of 2,801 shares — an estimated $267K sold.

Stratos Wealth Partners first reported a position in CHRW in Q4 2017 and held it in 6 quarters. The position peaked at $267K in Q1 2021. 588 funds tracked by Wall St. Rank hold CHRW as of Q2 2021.

  • Stratos Wealth Partners reported no remaining C.H. Robinson position as of Q2 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,801 C.H. Robinson shares in Q2 2021, an estimated $267K.
  • Stratos Wealth Partners first reported a position in C.H. Robinson in Q4 2017 and held it in 6 quarters.
  • Stratos Wealth Partners's C.H. Robinson position peaked at $267K in Q1 2021.
  • 588 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2021.

Based on Stratos Wealth Partners's 13F filing for Q2 2021, filed 19 Jul 2021.