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Wealth Advisory Solutions’s Charles River Laboratories CRL Stock Holding History

Wealth Advisory Solutions’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
Q3 		$345K Buy
836
+21
+3% +$8.72K 0.08% 121
2021
Q2 		$301K Buy
+815
New +$272K 0.07% 133
2021
Q1 		– Sell
-815
Closed -$203K – 144
2020
Q4 		$203K Buy
+815
New +$194K 0.06% 154

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Advisory Solutions's CRL Position: Q3 2021 in Review

Wealth Advisory Solutions increased its Charles River Laboratories (CRL) stake by 2.6% in Q3 2021, buying an estimated $8.72K and bringing the position to 836 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #121.

Wealth Advisory Solutions first reported a position in CRL in Q4 2020 and has held it in 3 quarters since. 676 funds tracked by Wall St. Rank hold CRL as of Q3 2021.

  • Wealth Advisory Solutions held 836 shares of Charles River Laboratories worth $345K as of Q3 2021.
  • Wealth Advisory Solutions bought 21 Charles River Laboratories shares in Q3 2021, an estimated $8.72K.
  • Charles River Laboratories made up 0.08% of Wealth Advisory Solutions's portfolio in Q3 2021, its #121 holding.
  • Wealth Advisory Solutions first reported a position in Charles River Laboratories in Q4 2020 and has held it in 3 quarters since.
  • 676 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.