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YWP
YorkBridge Wealth Partners’s
Charles River Laboratories
CRL
Stock Holding History
YorkBridge Wealth 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
2022
Q4
$318K
Sell
1,461
-173
-11%
-$37.8K
0.08%
175
2022
Q3
$322K
Buy
1,634
+199
+14%
+$43K
0.08%
178
2022
Q2
$307K
Buy
1,435
+268
+23%
+$65.5K
0.08%
186
2022
Q1
$331K
Sell
1,167
-24
-2%
-$7.4K
0.07%
216
2021
Q4
$449K
Buy
1,191
+26
+2%
+$10.1K
0.1%
161
2021
Q3
$481K
Sell
1,165
-80
-6%
-$33.2K
0.12%
135
2021
Q2
$461K
Sell
1,245
-57
-4%
-$19K
0.12%
133
2021
Q1
$377K
Buy
1,302
+281
+28%
+$78.1K
0.11%
150
2020
Q4
$255K
Sell
1,021
-15
-1%
-$3.57K
0.09%
169
2020
Q3
$235K
Buy
+1,036
New
+$215K
0.1%
158
2019
Q3
–
Sell
-1,252
Closed
-$178K
–
269
2019
Q2
$178K
Sell
1,252
-11
-0.9%
-$1.49K
0.08%
182
2019
Q1
$183K
Buy
1,263
+12
+1%
+$1.58K
0.08%
172
2018
Q4
$142K
Sell
1,251
-33
-3%
-$4.13K
0.08%
189
2018
Q3
$171K
Sell
1,284
-10
-0.8%
-$1.23K
0.08%
188
2018
Q2
$145K
Buy
1,294
+44
+4%
+$4.76K
0.06%
221
2018
Q1
$133K
Buy
1,250
+81
+7%
+$8.73K
0.06%
237
2017
Q4
$117K
Buy
1,169
+78
+7%
+$8.49K
0.06%
258
2017
Q3
$118K
Buy
1,091
+891
+446%
+$91.5K
0.06%
239
2017
Q2
$20K
Hold
200
–
–
0.01%
510
2017
Q1
$18K
Hold
200
–
–
0.01%
529
2016
Q4
$14K
Buy
+200
New
+$15.2K
0.01%
513
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1-Year Est. Return
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$865B AUM
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1-Year Est. Return
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$34B AUM
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1-Year Est. Return
ClearBridge Investments
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$115B AUM
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1-Year Est. Return
Allspring Global Investments
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$59.7B AUM
29.08%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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