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B. Riley Wealth Advisors’s Charles River Laboratories CRL Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-2,504
Closed -$526K – 1537
2023
Q2 		$526K Buy
2,504
+1,497
+149% +$298K 0.01% 825
2023
Q1 		$203K Sell
1,007
-588
-37% -$133K 0.01% 1293
2022
Q4 		$348K Buy
1,595
+221
+16% +$48.3K 0.01% 962
2022
Q3 		$272K Buy
1,374
+102
+8% +$22K 0.01% 1062
2022
Q2 		$274K Buy
1,272
+324
+34% +$79.2K 0.01% 915
2022
Q1 		$271K Buy
+948
New +$292K 0.01% 1060

Other funds holding CRL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors's CRL Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Charles River Laboratories (CRL) in Q3 2023, closing a stake of 2,504 shares — an estimated $526K sold.

B. Riley Wealth Advisors first reported a position in CRL in Q1 2022 and held it in 6 quarters. The position peaked at $526K in Q2 2023. 621 funds tracked by Wall St. Rank hold CRL as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Charles River Laboratories position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,504 Charles River Laboratories shares in Q3 2023, an estimated $526K.
  • B. Riley Wealth Advisors first reported a position in Charles River Laboratories in Q1 2022 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Charles River Laboratories position peaked at $526K in Q2 2023.
  • 621 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.