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

Gupta 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
2015
Q4 		– Sell
-229
Closed -$15K – 1263
2015
Q3 		$15K Sell
229
-219
-49% -$15.7K ﹤0.01% 776
2015
Q2 		$33K Buy
448
+328
+273% +$24.3K 0.01% 571
2015
Q1 		$10K Buy
+120
New +$8.85K ﹤0.01% 752

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gupta Wealth Management's CRL Position: Q4 2015 in Review

Gupta Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2015, closing a stake of 229 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in CRL in Q1 2015 and held it in 3 quarters. The position peaked at $33K in Q2 2015. 268 funds tracked by Wall St. Rank hold CRL as of Q4 2015.

  • Gupta Wealth Management reported no remaining Charles River Laboratories position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 229 Charles River Laboratories shares in Q4 2015, an estimated $15K.
  • Gupta Wealth Management first reported a position in Charles River Laboratories in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Charles River Laboratories position peaked at $33K in Q2 2015.
  • 268 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.