SWA
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Sutton Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

Sutton Wealth Advisors’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
Q3 		$9.82K Buy
114
+22
+24% +$2.05K ﹤0.01% 474
2023
Q2 		$8.68K Hold
92
– – ﹤0.01% 482
2023
Q1 		$9.14K Hold
92
– – ﹤0.01% 439
2022
Q4 		$8.42K Buy
92
+2
+2% +$190 ﹤0.01% 999
2022
Q3 		$8.67K Hold
90
– – ﹤0.01% 939
2022
Q2 		$9.12K Hold
90
– – ﹤0.01% 927
2022
Q1 		$9.69K Buy
90
+15
+20% +$1.52K ﹤0.01% 937
2021
Q4 		$8.07K Buy
75
+1
+1% +$97 ﹤0.01% 999
2021
Q3 		$6.44K Hold
74
– – ﹤0.01% 1016
2021
Q2 		$6.93K Hold
74
– – ﹤0.01% 995
2021
Q1 		$7.06K Buy
74
+22
+42% +$2.06K ﹤0.01% 954
2020
Q4 		$4.88K Hold
52
– – ﹤0.01% 982
2020
Q3 		$5.31K Hold
52
– – ﹤0.01% 911
2020
Q2 		$4.11K Buy
52
+41
+373% +$3.1K ﹤0.01% 959
2020
Q1 		$728 Buy
11
+3
+38% +$216 ﹤0.01% 1122
2019
Q4 		$626 Hold
8
– – ﹤0.01% 1143
2019
Q3 		$678 Hold
8
– – ﹤0.01% 1144
2019
Q2 		$675 Hold
8
– – ﹤0.01% 1129
2019
Q1 		$696 Hold
8
– – ﹤0.01% 1137
2018
Q4 		$673 Hold
8
– – ﹤0.01% 1066
2018
Q3 		$783 Hold
8
– – ﹤0.01% 1055
2018
Q2 		$669 Hold
8
– – ﹤0.01% 1078
2018
Q1 		$750 Hold
8
– – ﹤0.01% 1067
2017
Q4 		$713 Hold
8
– – ﹤0.01% 1022
2017
Q3 		$609 Hold
8
– – ﹤0.01% 1027
2017
Q2 		$549 Sell
8
-337
-98% -$23.9K ﹤0.01% 1035
2017
Q1 		$26.7K Buy
345
+337
+4,213% +$25.9K 0.02% 403
2016
Q4 		$586 Hold
8
– – ﹤0.01% 1004
2016
Q3 		$564 Hold
8
– – ﹤0.01% 996
2016
Q2 		$594 Hold
8
– – ﹤0.01% 963
2016
Q1 		$594 Buy
+8
New +$549 ﹤0.01% 957

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sutton Wealth Advisors's CHRW Position: Q3 2023 in Review

Sutton Wealth Advisors increased its C.H. Robinson (CHRW) stake by 24% in Q3 2023, buying an estimated $2.05K and bringing the position to 114 shares worth $9.82K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Sutton Wealth Advisors first reported a position in CHRW in Q1 2016 and has held it in 31 quarters since. The position peaked at $26.7K in Q1 2017. 603 funds tracked by Wall St. Rank hold CHRW as of Q3 2023.

  • Sutton Wealth Advisors held 114 shares of C.H. Robinson worth $9.82K as of Q3 2023.
  • Sutton Wealth Advisors bought 22 C.H. Robinson shares in Q3 2023, an estimated $2.05K.
  • C.H. Robinson made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #474 holding.
  • Sutton Wealth Advisors first reported a position in C.H. Robinson in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's C.H. Robinson position peaked at $26.7K in Q1 2017.
  • 603 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.