Arkadios Wealth Advisors’s Charles River Laboratories CRL Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-75	Closed	-$30K	–	810
2021 Q3	$30K	Sell	75 -122	-62%	-$50.7K	﹤0.01%	1066
2021 Q2	$72K	Buy	197 +9	+5%	+$3K	0.01%	812
2021 Q1	$54K	Sell	188 -4	-2%	-$1.11K	0.01%	670
2020 Q4	$47K	Buy	192 +56	+41%	+$13.3K	0.01%	568
2020 Q3	$32.7K	Sell	136 -5	-4%	-$1.04K	0.02%	490
2020 Q2	$26.4K	Sell	141 -28	-17%	-$4.47K	0.01%	487
2020 Q1	$21.3K	Sell	169 -29	-15%	-$4.35K	0.01%	476
2019 Q4	$34.1K	Buy	+198	New	+$27.4K	0.02%	370

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arkadios Wealth Advisors's CRL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Charles River Laboratories (CRL) in Q4 2021, closing a stake of 75 shares — an estimated $30K sold.

Arkadios Wealth Advisors first reported a position in CRL in Q4 2019 and held it in 8 quarters. The position peaked at $72K in Q2 2021. 707 funds tracked by Wall St. Rank hold CRL as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Charles River Laboratories position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 75 Charles River Laboratories shares in Q4 2021, an estimated $30K.
Arkadios Wealth Advisors first reported a position in Charles River Laboratories in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Charles River Laboratories position peaked at $72K in Q2 2021.
707 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.