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Baker Tilly Wealth Management’s Charles River Laboratories CRL Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-1,693
Closed -$459K – 307
2024
Q1 		$459K Sell
1,693
-11
-0.6% -$2.63K 0.08% 275
2023
Q4 		$403K Sell
1,704
-57
-3% -$11.2K 0.07% 335
2023
Q3 		$345K Sell
1,761
-112
-6% -$23K 0.06% 340
2023
Q2 		$394K Buy
1,873
+154
+9% +$30.6K 0.04% 398
2023
Q1 		$347K Buy
1,719
+139
+9% +$31.5K 0.04% 420
2022
Q4 		$344K Sell
1,580
-97
-6% -$21.2K 0.04% 409
2022
Q3 		$330K Sell
1,677
-48
-3% -$10.4K 0.05% 396
2022
Q2 		$369K Sell
1,725
-30
-2% -$7.33K 0.05% 375
2022
Q1 		$498K Buy
1,755
+1
+0.1% +$308 0.06% 346
2021
Q4 		$661K Buy
1,754
+82
+5% +$31.9K 0.07% 299
2021
Q3 		$690K Buy
1,672
+91
+6% +$37.8K 0.09% 248
2021
Q2 		$585K Buy
1,581
+325
+26% +$109K 0.09% 241
2021
Q1 		$364K Buy
1,256
+228
+22% +$63.4K 0.07% 309
2020
Q4 		$257K Buy
+1,028
New +$245K 0.08% 272

Other funds holding CRL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Baker Tilly Wealth Management's CRL Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Charles River Laboratories (CRL) in Q2 2024, closing a stake of 1,693 shares — an estimated $459K sold.

Baker Tilly Wealth Management first reported a position in CRL in Q4 2020 and held it in 14 quarters. The position peaked at $690K in Q3 2021. 665 funds tracked by Wall St. Rank hold CRL as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Charles River Laboratories position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,693 Charles River Laboratories shares in Q2 2024, an estimated $459K.
  • Baker Tilly Wealth Management first reported a position in Charles River Laboratories in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Charles River Laboratories position peaked at $690K in Q3 2021.
  • 665 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.