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

IHT 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
2021 Q3	–	Sell	-557	Closed	-$206K	–	845
2021 Q2	$206K	Buy	+557	New	+$186K	0.01%	862
2018 Q2	–	Sell	-150	Closed	-$15K	–	605
2018 Q1	$15K	Hold	150	–	–	﹤0.01%	1060
2017 Q4	$17K	Hold	150	–	–	﹤0.01%	1030
2017 Q3	$17K	Hold	150	–	–	0.01%	814
2017 Q2	$6	Hold	150	–	–	﹤0.01%	1058
2017 Q1	$13K	Hold	150	–	–	0.01%	757
2016 Q4	$11K	Buy	+150	New	+$11.4K	0.01%	773

Other funds holding CRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return