WAP
CRL icon

Wealthcare Advisory Partners’s Charles River Laboratories CRL Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-122
Closed -$35K – 809
2021
Q1 		$35K Buy
+122
New +$33.9K ﹤0.01% 994
2020
Q2 		– Sell
-65
Closed -$8K – 508
2020
Q1 		$8K Buy
+65
New +$9.75K ﹤0.01% 971

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthcare Advisory Partners's CRL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Charles River Laboratories (CRL) in Q2 2021, closing a stake of 122 shares — an estimated $35K sold.

Wealthcare Advisory Partners first reported a position in CRL in Q1 2020 and held it in 2 quarters. The position peaked at $35K in Q1 2021. 638 funds tracked by Wall St. Rank hold CRL as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Charles River Laboratories position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 122 Charles River Laboratories shares in Q2 2021, an estimated $35K.
  • Wealthcare Advisory Partners first reported a position in Charles River Laboratories in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Charles River Laboratories position peaked at $35K in Q1 2021.
  • 638 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.