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SYSTM Wealth Solutions’s C.H. Robinson CHRW Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Hold
0
– – – 659
2023
Q1 		– Sell
-31,366
Closed -$2.87M – 478
2022
Q4 		$2.87M Buy
+31,366
New +$2.99M 0.36% 74

Other funds holding CHRW

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's CHRW Position: Q2 2024 in Review

SYSTM Wealth Solutions held its C.H. Robinson (CHRW) position steady in Q2 2024 at 0 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #659.

SYSTM Wealth Solutions first reported a position in CHRW in Q4 2022 and has held it in 1 quarter since. The position peaked at $2.87M in Q4 2022. 615 funds tracked by Wall St. Rank hold CHRW as of Q2 2024.

  • SYSTM Wealth Solutions held 0 shares of C.H. Robinson worth $14 as of Q2 2024.
  • SYSTM Wealth Solutions left its C.H. Robinson share count unchanged in Q2 2024.
  • C.H. Robinson made up ﹤0.01% of SYSTM Wealth Solutions's portfolio in Q2 2024, its #659 holding.
  • SYSTM Wealth Solutions first reported a position in C.H. Robinson in Q4 2022 and has held it in 1 quarter since.
  • SYSTM Wealth Solutions's C.H. Robinson position peaked at $2.87M in Q4 2022.
  • 615 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.