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WealthShield Partners’s Charles River Laboratories CRL Stock Holding History

WealthShield 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
-27
Closed -$8K – 844
2021
Q1 		$8K Buy
+27
New +$7.5K ﹤0.01% 851

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State Street
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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

WealthShield Partners's CRL Position: Q2 2021 in Review

WealthShield Partners sold out of Charles River Laboratories (CRL) in Q2 2021, closing a stake of 27 shares — an estimated $8K sold.

WealthShield Partners first reported a position in CRL in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 638 funds tracked by Wall St. Rank hold CRL as of Q2 2021.

  • WealthShield Partners reported no remaining Charles River Laboratories position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 27 Charles River Laboratories shares in Q2 2021, an estimated $8K.
  • WealthShield Partners first reported a position in Charles River Laboratories in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Charles River Laboratories position peaked at $8K in Q1 2021.
  • 638 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.