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Pension & Wealth Management Advisors’s Charles River Laboratories CRL Stock Holding History

Pension & Wealth Management 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
2023
Q2 		– Sell
-5
Closed -$1.01K – 280
2023
Q1 		$1.01K Buy
+5
New +$1.13K ﹤0.01% 299

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Pension & Wealth Management Advisors's CRL Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of Charles River Laboratories (CRL) in Q2 2023, closing a stake of 5 shares — an estimated $1.01K sold.

Pension & Wealth Management Advisors first reported a position in CRL in Q1 2023 and held it in 1 quarter. The position peaked at $1.01K in Q1 2023. 613 funds tracked by Wall St. Rank hold CRL as of Q2 2023.

  • Pension & Wealth Management Advisors reported no remaining Charles River Laboratories position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 5 Charles River Laboratories shares in Q2 2023, an estimated $1.01K.
  • Pension & Wealth Management Advisors first reported a position in Charles River Laboratories in Q1 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Charles River Laboratories position peaked at $1.01K in Q1 2023.
  • 613 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.