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Triad Financial Advisors’s C.H. Robinson CHRW Stock Holding History

Triad Financial 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
Q1 		– Sell
-2,535
Closed -$232K – 104
2022
Q4 		$232K Sell
2,535
-1
-0% -$95 0.1% 97
2022
Q3 		$244K Buy
2,536
+5
+0.2% +$537 0.13% 84
2022
Q2 		$257K Buy
2,531
+12
+0.5% +$1.25K 0.14% 85
2022
Q1 		$271K Buy
2,519
+19
+0.8% +$1.93K 0.14% 88
2021
Q4 		$269K Buy
+2,500
New +$243K 0.16% 99

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Triad Financial Advisors's CHRW Position: Q1 2023 in Review

Triad Financial Advisors sold out of C.H. Robinson (CHRW) in Q1 2023, closing a stake of 2,535 shares — an estimated $232K sold.

Triad Financial Advisors first reported a position in CHRW in Q4 2021 and held it in 5 quarters. The position peaked at $271K in Q1 2022. 610 funds tracked by Wall St. Rank hold CHRW as of Q1 2023.

  • Triad Financial Advisors reported no remaining C.H. Robinson position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 2,535 C.H. Robinson shares in Q1 2023, an estimated $232K.
  • Triad Financial Advisors first reported a position in C.H. Robinson in Q4 2021 and held it in 5 quarters.
  • Triad Financial Advisors's C.H. Robinson position peaked at $271K in Q1 2022.
  • 610 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.