AWA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return