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	$6K	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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IHT Wealth Management's CRL Position: Q3 2021 in Review

IHT Wealth Management sold out of Charles River Laboratories (CRL) in Q3 2021, closing a stake of 557 shares — an estimated $206K sold.

IHT Wealth Management first reported a position in CRL in Q4 2016 and held it in 7 quarters. The position peaked at $206K in Q2 2021. 677 funds tracked by Wall St. Rank hold CRL as of Q3 2021.

IHT Wealth Management reported no remaining Charles River Laboratories position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 557 Charles River Laboratories shares in Q3 2021, an estimated $206K.
IHT Wealth Management first reported a position in Charles River Laboratories in Q4 2016 and held it in 7 quarters.
IHT Wealth Management's Charles River Laboratories position peaked at $206K in Q2 2021.
677 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.