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Wealthcare Advisory Partners’s C.H. Robinson CHRW Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-263
Closed -$25K – 774
2021
Q1 		$25K Buy
+263
New +$24.6K ﹤0.01% 1117
2020
Q2 		– Sell
-117
Closed -$8K – 481
2020
Q1 		$8K Buy
117
+17
+17% +$1.22K ﹤0.01% 969
2019
Q4 		$8K Hold
100
– – ﹤0.01% 992
2019
Q3 		$8K Hold
100
– – ﹤0.01% 962
2019
Q2 		$8K Hold
100
– – ﹤0.01% 951
2019
Q1 		$9K Hold
100
– – ﹤0.01% 833
2018
Q4 		$8K Hold
100
– – ﹤0.01% 831
2018
Q3 		$10K Hold
100
– – ﹤0.01% 837
2018
Q2 		$8K Buy
+100
New +$8.92K ﹤0.01% 885

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Advisory Partners's CHRW Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of C.H. Robinson (CHRW) in Q2 2021, closing a stake of 263 shares — an estimated $25K sold.

Wealthcare Advisory Partners first reported a position in CHRW in Q2 2018 and held it in 9 quarters. The position peaked at $25K in Q1 2021. 588 funds tracked by Wall St. Rank hold CHRW as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining C.H. Robinson position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 263 C.H. Robinson shares in Q2 2021, an estimated $25K.
  • Wealthcare Advisory Partners first reported a position in C.H. Robinson in Q2 2018 and held it in 9 quarters.
  • Wealthcare Advisory Partners's C.H. Robinson position peaked at $25K in Q1 2021.
  • 588 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.