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Wealthspire Advisors (Maryland)’s C.H. Robinson CHRW Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-6,037
Closed -$477K – 498
2020
Q2 		$477K Buy
6,037
+316
+6% +$23.9K 0.03% 268
2020
Q1 		$379K Sell
5,721
-52
-0.9% -$3.74K 0.03% 270
2019
Q4 		$451K Buy
5,773
+1,784
+45% +$142K 0.03% 297
2019
Q3 		$338K Sell
3,989
-124
-3% -$10.4K 0.02% 323
2019
Q2 		$347K Sell
4,113
-110
-3% -$9.25K 0.03% 319
2019
Q1 		$367K Buy
4,223
+285
+7% +$25K 0.03% 311
2018
Q4 		$331K Buy
3,938
+94
+2% +$8.41K 0.03% 303
2018
Q3 		$376K Sell
3,844
-117
-3% -$11K 0.03% 298
2018
Q2 		$331K Buy
3,961
+97
+3% +$8.66K 0.03% 331
2018
Q1 		$362K Buy
3,864
+136
+4% +$12.5K 0.03% 314
2017
Q4 		$332K Buy
3,728
+82
+2% +$6.69K 0.03% 346
2017
Q3 		$277K Sell
3,646
-53
-1% -$3.67K 0.03% 379
2017
Q2 		$254K Buy
3,699
+100
+3% +$7.08K 0.03% 383
2017
Q1 		$278K Sell
3,599
-239
-6% -$18.4K 0.04% 300
2016
Q4 		$281K Buy
3,838
+207
+6% +$15K 0.04% 294
2016
Q3 		$256K Sell
3,631
-25
-0.7% -$1.75K 0.04% 311
2016
Q2 		$271K Buy
3,656
+280
+8% +$20.5K 0.05% 279
2016
Q1 		$251K Buy
3,376
+78
+2% +$5.35K 0.04% 298
2015
Q4 		$205K Buy
+3,298
New +$222K 0.04% 355

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHRW Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of C.H. Robinson (CHRW) in Q3 2020, closing a stake of 6,037 shares — an estimated $477K sold.

Wealthspire Advisors (Maryland) first reported a position in CHRW in Q4 2015 and held it in 19 quarters. The position peaked at $477K in Q2 2020. 563 funds tracked by Wall St. Rank hold CHRW as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining C.H. Robinson position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,037 C.H. Robinson shares in Q3 2020, an estimated $477K.
  • Wealthspire Advisors (Maryland) first reported a position in C.H. Robinson in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s C.H. Robinson position peaked at $477K in Q2 2020.
  • 563 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.