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

TCI 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 Q2	–	Sell	-147	Closed	-$14.6K	–	576
2023 Q1	$14.6K	Sell	147 -14	-9%	-$1.38K	﹤0.01%	867
2022 Q4	$14.7K	Sell	161 -2	-1%	-$190	﹤0.01%	842
2022 Q3	$16K	Buy	163 +14	+9%	+$1.5K	﹤0.01%	756
2022 Q2	$15K	Hold	149	–	–	﹤0.01%	760
2022 Q1	$16K	Hold	149	–	–	﹤0.01%	792
2021 Q4	$16K	Buy	+149	New	+$14.5K	﹤0.01%	808
2021 Q3	–	Sell	-7	Closed	-$1K	–	2399
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	2185
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	2039
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	1350
2020 Q3	$1K	Sell	7 -7	-50%	-$657	﹤0.01%	1290
2020 Q2	$1K	Buy	14 +12	+600%	+$906	﹤0.01%	1220
2020 Q1	$0	Sell	2 -41	-95%	-$2.95K	﹤0.01%	1508
2019 Q4	$3K	Hold	43	–	–	﹤0.01%	1000
2019 Q3	$4K	Hold	43	–	–	﹤0.01%	852
2019 Q2	$4K	Hold	43	–	–	﹤0.01%	805
2019 Q1	$4K	Hold	43	–	–	﹤0.01%	830
2018 Q4	$4K	Hold	43	–	–	﹤0.01%	806
2018 Q3	$4K	Hold	43	–	–	﹤0.01%	833
2018 Q2	$4K	Buy	+43	New	+$3.84K	﹤0.01%	828

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

TCI Wealth Advisors's CHRW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of C.H. Robinson (CHRW) in Q2 2023, closing a stake of 147 shares — an estimated $14.6K sold.

TCI Wealth Advisors first reported a position in CHRW in Q2 2018 and held it in 19 quarters. The position peaked at $16K in Q3 2022. 611 funds tracked by Wall St. Rank hold CHRW as of Q2 2023.

TCI Wealth Advisors reported no remaining C.H. Robinson position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 147 C.H. Robinson shares in Q2 2023, an estimated $14.6K.
TCI Wealth Advisors first reported a position in C.H. Robinson in Q2 2018 and held it in 19 quarters.
TCI Wealth Advisors's C.H. Robinson position peaked at $16K in Q3 2022.
611 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.