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

TFO 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
2024 Q1	–	Sell	-5	Closed	-$432	–	821
2023 Q4	$432	Hold	5	–	–	﹤0.01%	372
2023 Q3	$472	Buy	+5	New	+$467	﹤0.01%	471

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 $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

TFO Wealth Partners's CHRW Position: Q1 2024 in Review

TFO Wealth Partners sold out of C.H. Robinson (CHRW) in Q1 2024, closing a stake of 5 shares — an estimated $432 sold.

TFO Wealth Partners first reported a position in CHRW in Q3 2023 and held it in 2 quarters. The position peaked at $472 in Q3 2023. 589 funds tracked by Wall St. Rank hold CHRW as of Q1 2024.

TFO Wealth Partners reported no remaining C.H. Robinson position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 C.H. Robinson shares in Q1 2024, an estimated $432.
TFO Wealth Partners first reported a position in C.H. Robinson in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's C.H. Robinson position peaked at $472 in Q3 2023.
589 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.