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WealthPLAN Partners’s C.H. Robinson CHRW Stock Holding History

WealthPLAN 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
2023
Q4 		– Sell
-2,805
Closed -$242K – 324
2023
Q3 		$242K Sell
2,805
-1,393
-33% -$130K 0.03% 280
2023
Q2 		$396K Sell
4,198
-72,593
-95% -$7.02M 0.06% 217
2023
Q1 		$7.63M Sell
76,791
-89,982
-54% -$8.86M 0.87% 35
2022
Q4 		$17.5M Buy
+166,773
New +$15.9M 1.22% 24
2022
Q1 		$15.5M Buy
146,058
+14,690
+11% +$1.49M 1.08% 24
2021
Q4 		$13.7M Buy
131,368
+5,898
+5% +$573K 0.91% 37
2021
Q3 		$12.3M Buy
125,470
+8,494
+7% +$768K 0.82% 45
2021
Q2 		$10.6M Buy
116,976
+15,778
+16% +$1.54M 0.75% 52
2021
Q1 		$10M Buy
101,198
+5,295
+6% +$494K 0.78% 47
2020
Q4 		$8.37M Buy
95,903
+7,487
+8% +$714K 0.71% 47
2020
Q3 		$8.01M Sell
88,416
-22,174
-20% -$2.08M 0.78% 42
2020
Q2 		$10.5M Buy
110,590
+329
+0.3% +$24.8K 1.09% 22
2020
Q1 		$7.96M Buy
110,261
+4,929
+5% +$354K 1.03% 25
2019
Q4 		$7.72M Buy
105,332
+16,628
+19% +$1.32M 0.91% 27
2019
Q3 		$6.62M Buy
88,704
+11,049
+14% +$929K 0.9% 30
2019
Q2 		$6.57M Buy
+77,655
New +$6.53M 0.99% 22
2015
Q2 		– Sell
-255
Closed -$19K – 438
2015
Q1 		$19K Buy
+255
New +$18.6K 0.01% 321

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's CHRW Position: Q4 2023 in Review

WealthPLAN Partners sold out of C.H. Robinson (CHRW) in Q4 2023, closing a stake of 2,805 shares — an estimated $242K sold.

WealthPLAN Partners first reported a position in CHRW in Q1 2015 and held it in 17 quarters. The position peaked at $17.5M in Q4 2022. 642 funds tracked by Wall St. Rank hold CHRW as of Q4 2023.

  • WealthPLAN Partners reported no remaining C.H. Robinson position as of Q4 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,805 C.H. Robinson shares in Q4 2023, an estimated $242K.
  • WealthPLAN Partners first reported a position in C.H. Robinson in Q1 2015 and held it in 17 quarters.
  • WealthPLAN Partners's C.H. Robinson position peaked at $17.5M in Q4 2022.
  • 642 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.