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 $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 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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return