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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

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

Atria Wealth Solutions's CRL Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 2,823 shares — an estimated $556K sold.

Atria Wealth Solutions first reported a position in CRL in Q1 2022 and held it in 11 quarters. The position peaked at $774K in Q1 2024. 637 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,823 Charles River Laboratories shares in Q4 2024, an estimated $556K.
  • Atria Wealth Solutions first reported a position in Charles River Laboratories in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Charles River Laboratories position peaked at $774K in Q1 2024.
  • 637 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.