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Polaris Wealth Advisory Group’s Charles River Laboratories CRL Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q2 		– Sell
-21,894
Closed -$3.19M – 148
2019
Q1 		$3.19M Buy
+21,894
New +$2.88M 0.24% 73

Other funds holding CRL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Polaris Wealth Advisory Group's CRL Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of Charles River Laboratories (CRL) in Q2 2019, closing a stake of 21,894 shares — an estimated $3.19M sold.

Polaris Wealth Advisory Group first reported a position in CRL in Q1 2019 and held it in 1 quarter. The position peaked at $3.19M in Q1 2019. 405 funds tracked by Wall St. Rank hold CRL as of Q2 2019.

  • Polaris Wealth Advisory Group reported no remaining Charles River Laboratories position as of Q2 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 21,894 Charles River Laboratories shares in Q2 2019, an estimated $3.19M.
  • Polaris Wealth Advisory Group first reported a position in Charles River Laboratories in Q1 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Charles River Laboratories position peaked at $3.19M in Q1 2019.
  • 405 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.