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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s CRL Position: Q4 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 1,171 shares — an estimated $231K sold.

Alliance Wealth Advisors (Utah) first reported a position in CRL in Q4 2022 and held it in 8 quarters. The position peaked at $331K in Q1 2024. 637 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,171 Charles River Laboratories shares in Q4 2024, an estimated $231K.
  • Alliance Wealth Advisors (Utah) first reported a position in Charles River Laboratories in Q4 2022 and held it in 8 quarters.
  • Alliance Wealth Advisors (Utah)'s Charles River Laboratories position peaked at $331K in Q1 2024.
  • 637 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2024, filed 24 Jan 2025.