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Peterson Wealth Services’s Charles River Laboratories CRL Stock Holding History

Peterson Wealth Services’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
2022
Q1 		– Sell
-4,534
Closed -$1.71M – 89
2021
Q4 		$1.71M Buy
+4,534
New +$1.76M 1.13% 37

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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peterson Wealth Services's CRL Position: Q1 2022 in Review

Peterson Wealth Services sold out of Charles River Laboratories (CRL) in Q1 2022, closing a stake of 4,534 shares — an estimated $1.71M sold.

Peterson Wealth Services first reported a position in CRL in Q4 2021 and held it in 1 quarter. The position peaked at $1.71M in Q4 2021. 644 funds tracked by Wall St. Rank hold CRL as of Q1 2022.

  • Peterson Wealth Services reported no remaining Charles River Laboratories position as of Q1 2022 after selling out during the quarter.
  • Peterson Wealth Services sold 4,534 Charles River Laboratories shares in Q1 2022, an estimated $1.71M.
  • Peterson Wealth Services first reported a position in Charles River Laboratories in Q4 2021 and held it in 1 quarter.
  • Peterson Wealth Services's Charles River Laboratories position peaked at $1.71M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2022.

Based on Peterson Wealth Services's 13F filing for Q1 2022, filed 18 Apr 2022.