V
CHRW icon

ViaWealth’s C.H. Robinson CHRW Stock Holding History

ViaWealth’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
-2,991
Closed -$264K – 151
2024
Q2 		$264K Sell
2,991
-890
-23% -$71.1K 0.16% 137
2024
Q1 		$295K Buy
+3,881
New +$303K 0.18% 129
2023
Q1 		– Sell
-4,736
Closed -$442K – 150
2022
Q4 		$442K Buy
+4,736
New +$451K 0.36% 97

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

ViaWealth's CHRW Position: Q3 2024 in Review

ViaWealth sold out of C.H. Robinson (CHRW) in Q3 2024, closing a stake of 2,991 shares — an estimated $264K sold.

ViaWealth first reported a position in CHRW in Q4 2022 and held it in 3 quarters. The position peaked at $442K in Q4 2022. 643 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

  • ViaWealth reported no remaining C.H. Robinson position as of Q3 2024 after selling out during the quarter.
  • ViaWealth sold 2,991 C.H. Robinson shares in Q3 2024, an estimated $264K.
  • ViaWealth first reported a position in C.H. Robinson in Q4 2022 and held it in 3 quarters.
  • ViaWealth's C.H. Robinson position peaked at $442K in Q4 2022.
  • 643 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on ViaWealth's 13F filing for Q3 2024, filed 13 Nov 2024.