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Alliance Wealth Advisors (Utah)’s Charles River Laboratories CRL Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024
Q4 		– Sell
-1,171
Closed -$231K – 261
2024
Q3 		$231K Sell
1,171
-10
-0.8% -$2.08K 0.06% 225
2024
Q2 		$244K Sell
1,181
-40
-3% -$9.06K 0.07% 207
2024
Q1 		$331K Sell
1,221
-44
-3% -$10.5K 0.1% 191
2023
Q4 		$299K Sell
1,265
-26
-2% -$5.11K 0.1% 193
2023
Q3 		$253K Buy
1,291
+1
+0.1% +$205 0.09% 194
2023
Q2 		$271K Buy
1,290
+2
+0.2% +$398 0.1% 188
2023
Q1 		$260K Buy
1,288
+52
+4% +$11.8K 0.1% 194
2022
Q4 		$269K Buy
+1,236
New +$270K 0.12% 172

Other funds holding CRL

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return