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Avitas Wealth Management’s Charles River Laboratories CRL Stock Holding History

Avitas Wealth Management’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,211
Closed -$344K – 202
2022
Q1 		$344K Buy
+1,211
New +$373K 0.06% 173

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Kayne Anderson Rudnick Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's CRL Position: Q2 2022 in Review

Avitas Wealth Management sold out of Charles River Laboratories (CRL) in Q2 2022, closing a stake of 1,211 shares — an estimated $344K sold.

Avitas Wealth Management first reported a position in CRL in Q1 2022 and held it in 1 quarter. The position peaked at $344K in Q1 2022. 627 funds tracked by Wall St. Rank hold CRL as of Q2 2022.

  • Avitas Wealth Management reported no remaining Charles River Laboratories position as of Q2 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 1,211 Charles River Laboratories shares in Q2 2022, an estimated $344K.
  • Avitas Wealth Management first reported a position in Charles River Laboratories in Q1 2022 and held it in 1 quarter.
  • Avitas Wealth Management's Charles River Laboratories position peaked at $344K in Q1 2022.
  • 627 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2022.

Based on Avitas Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.