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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Charles River Laboratories CRL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-5
Closed -$1.01K – 280
2023
Q1 		$1.01K Buy
+5
New +$1.13K ﹤0.01% 299

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CRL Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Charles River Laboratories (CRL) in Q2 2023, closing a stake of 5 shares — an estimated $1.01K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CRL in Q1 2023 and held it in 1 quarter. The position peaked at $1.01K in Q1 2023. 613 funds tracked by Wall St. Rank hold CRL as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Charles River Laboratories position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5 Charles River Laboratories shares in Q2 2023, an estimated $1.01K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Charles River Laboratories in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Charles River Laboratories position peaked at $1.01K in Q1 2023.
  • 613 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.