Wealthspire Advisors (Maryland)’s Charles River Laboratories CRL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-39	Closed	-$6K	–	790
2019 Q1	$6K	Sell	39 -16	-29%	-$2.1K	﹤0.01%	1729
2018 Q4	$6K	Buy	55 +27	+96%	+$3.38K	﹤0.01%	1643
2018 Q3	$4K	Sell	28 -3	-10%	-$370	﹤0.01%	1884
2018 Q2	$3K	Sell	31 -141	-82%	-$15.2K	﹤0.01%	1986
2018 Q1	$18K	Sell	172 -96	-36%	-$10.3K	﹤0.01%	1327
2017 Q4	$29K	Buy	268 +24	+10%	+$2.61K	﹤0.01%	1205
2017 Q3	$26K	Sell	244 -29	-11%	-$2.98K	﹤0.01%	1203
2017 Q2	$28K	Hold	273	–	–	﹤0.01%	1143
2017 Q1	$25K	Buy	+273	New	+$23.2K	﹤0.01%	1010
2016 Q2	–	Sell	-85	Closed	-$6K	–	1707
2016 Q1	$6K	Buy	+85	New	+$6.29K	﹤0.01%	1295

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CRL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Charles River Laboratories (CRL) in Q2 2019, closing a stake of 39 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in CRL in Q1 2016 and held it in 10 quarters. The position peaked at $29K in Q4 2017. 405 funds tracked by Wall St. Rank hold CRL as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Charles River Laboratories position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 39 Charles River Laboratories shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Charles River Laboratories in Q1 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Charles River Laboratories position peaked at $29K in Q4 2017.
405 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.