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

BKM 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
Q1 		– Sell
-58
Closed -$13.7K – 259
2023
Q4 		$13.7K Buy
+58
New +$11.4K 0.01% 430

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BKM Wealth Management's CRL Position: Q1 2024 in Review

BKM Wealth Management sold out of Charles River Laboratories (CRL) in Q1 2024, closing a stake of 58 shares — an estimated $13.7K sold.

BKM Wealth Management first reported a position in CRL in Q4 2023 and held it in 1 quarter. The position peaked at $13.7K in Q4 2023. 676 funds tracked by Wall St. Rank hold CRL as of Q1 2024.

  • BKM Wealth Management reported no remaining Charles River Laboratories position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 58 Charles River Laboratories shares in Q1 2024, an estimated $13.7K.
  • BKM Wealth Management first reported a position in Charles River Laboratories in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Charles River Laboratories position peaked at $13.7K in Q4 2023.
  • 676 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.