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

Ropes 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
2021
Q1 		– Sell
-8
Closed -$2K – 364
2020
Q4 		$2K Buy
+8
New +$1.91K ﹤0.01% 635

Other funds holding CRL

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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ropes Wealth Advisors's CRL Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Charles River Laboratories (CRL) in Q1 2021, closing a stake of 8 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in CRL in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 561 funds tracked by Wall St. Rank hold CRL as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Charles River Laboratories position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 8 Charles River Laboratories shares in Q1 2021, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Charles River Laboratories in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Charles River Laboratories position peaked at $2K in Q4 2020.
  • 561 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.