PFWA
CRL icon

Paces Ferry Wealth Advisors’s Charles River Laboratories CRL Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-34
Closed -$8K – 336
2020
Q3 		$8K Buy
+34
New +$7.06K 0.01% 471

Other funds holding CRL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Paces Ferry Wealth Advisors's CRL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Charles River Laboratories (CRL) in Q4 2020, closing a stake of 34 shares — an estimated $8K sold.

Paces Ferry Wealth Advisors first reported a position in CRL in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 538 funds tracked by Wall St. Rank hold CRL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Charles River Laboratories position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 34 Charles River Laboratories shares in Q4 2020, an estimated $8K.
  • Paces Ferry Wealth Advisors first reported a position in Charles River Laboratories in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Charles River Laboratories position peaked at $8K in Q3 2020.
  • 538 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.