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Opal Wealth Advisors’s Charles River Laboratories CRL Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-3
Closed -$620 – 405
2024
Q2 		$620 Buy
+3
New +$680 ﹤0.01% 1141

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Kayne Anderson Rudnick Investment Management
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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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Opal Wealth Advisors's CRL Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Charles River Laboratories (CRL) in Q3 2024, closing a stake of 3 shares — an estimated $620 sold.

Opal Wealth Advisors first reported a position in CRL in Q2 2024 and held it in 1 quarter. The position peaked at $620 in Q2 2024. 627 funds tracked by Wall St. Rank hold CRL as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Charles River Laboratories position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 3 Charles River Laboratories shares in Q3 2024, an estimated $620.
  • Opal Wealth Advisors first reported a position in Charles River Laboratories in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Charles River Laboratories position peaked at $620 in Q2 2024.
  • 627 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.