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

TCI 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
2023 Q2	–	Sell	-7	Closed	-$1.41K	–	656
2023 Q1	$1.41K	Hold	7	–	–	﹤0.01%	2047
2022 Q4	$1.52K	Buy	7 +2	+40%	+$437	﹤0.01%	2033
2022 Q3	$1K	Sell	5 -4	-44%	-$864	﹤0.01%	2061
2022 Q2	$2K	Buy	9 +6	+200%	+$1.47K	﹤0.01%	1976
2022 Q1	$1K	Buy	+3	New	+$925	﹤0.01%	2080
2020 Q1	–	Sell	-24	Closed	-$4K	–	1521
2019 Q4	$4K	Buy	+24	New	+$3.32K	﹤0.01%	903

Other funds holding CRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TCI Wealth Advisors's CRL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Charles River Laboratories (CRL) in Q2 2023, closing a stake of 7 shares — an estimated $1.41K sold.

TCI Wealth Advisors first reported a position in CRL in Q4 2019 and held it in 6 quarters. The position peaked at $4K in Q4 2019. 611 funds tracked by Wall St. Rank hold CRL as of Q2 2023.

TCI Wealth Advisors reported no remaining Charles River Laboratories position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 7 Charles River Laboratories shares in Q2 2023, an estimated $1.41K.
TCI Wealth Advisors first reported a position in Charles River Laboratories in Q4 2019 and held it in 6 quarters.
TCI Wealth Advisors's Charles River Laboratories position peaked at $4K in Q4 2019.
611 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.