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Tyler-Stone Wealth Management’s C.H. Robinson CHRW Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-219
Closed -$19.3K – 416
2024
Q2 		$19.3K Buy
+219
New +$17.5K 0.01% 531

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tyler-Stone Wealth Management's CHRW Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of C.H. Robinson (CHRW) in Q3 2024, closing a stake of 219 shares — an estimated $19.3K sold.

Tyler-Stone Wealth Management first reported a position in CHRW in Q2 2024 and held it in 1 quarter. The position peaked at $19.3K in Q2 2024. 642 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining C.H. Robinson position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 219 C.H. Robinson shares in Q3 2024, an estimated $19.3K.
  • Tyler-Stone Wealth Management first reported a position in C.H. Robinson in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's C.H. Robinson position peaked at $19.3K in Q2 2024.
  • 642 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.