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Atria Wealth Solutions’s Charles River Laboratories CRL Stock Holding History

Atria Wealth Solutions’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
-2,823
Closed -$556K – 1990
2024
Q3 		$556K Buy
2,823
+1,115
+65% +$232K 0.01% 1194
2024
Q2 		$353K Sell
1,708
-1,150
-40% -$261K ﹤0.01% 1412
2024
Q1 		$774K Buy
2,858
+696
+32% +$166K 0.01% 1033
2023
Q4 		$511K Sell
2,162
-105
-5% -$20.6K 0.01% 1196
2023
Q3 		$444K Sell
2,267
-62
-3% -$12.7K 0.01% 1186
2023
Q2 		$490K Sell
2,329
-44
-2% -$8.75K 0.01% 1170
2023
Q1 		$479K Sell
2,373
-37
-2% -$8.38K 0.01% 1165
2022
Q4 		$525K Sell
2,410
-289
-11% -$63.1K 0.01% 1057
2022
Q3 		$531K Buy
2,699
+95
+4% +$20.5K 0.01% 986
2022
Q2 		$557K Sell
2,604
-13
-0.5% -$3.18K 0.01% 917
2022
Q1 		$743K Buy
+2,617
New +$807K 0.01% 857

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State Street
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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