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Western Pacific Wealth Management’s Charles River Laboratories CRL Stock Holding History

Western Pacific Wealth Management’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
2022
Q2 		– Sell
-300
Closed -$85K – 198
2022
Q1 		$85K Hold
300
– – 0.06% 65
2021
Q4 		$113K Buy
+300
New +$117K 0.07% 63

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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Pacific Wealth Management's CRL Position: Q2 2022 in Review

Western Pacific Wealth Management sold out of Charles River Laboratories (CRL) in Q2 2022, closing a stake of 300 shares — an estimated $85K sold.

Western Pacific Wealth Management first reported a position in CRL in Q4 2021 and held it in 2 quarters. The position peaked at $113K in Q4 2021. 627 funds tracked by Wall St. Rank hold CRL as of Q2 2022.

  • Western Pacific Wealth Management reported no remaining Charles River Laboratories position as of Q2 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 300 Charles River Laboratories shares in Q2 2022, an estimated $85K.
  • Western Pacific Wealth Management first reported a position in Charles River Laboratories in Q4 2021 and held it in 2 quarters.
  • Western Pacific Wealth Management's Charles River Laboratories position peaked at $113K in Q4 2021.
  • 627 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2022.

Based on Western Pacific Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.