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Axxcess Wealth Management’s Charles River Laboratories CRL Stock Holding History

Axxcess Wealth Management’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
2025
Q1 		– Sell
-1,265
Closed -$234K – 858
2024
Q4 		$234K Sell
1,265
-18
-1% -$3.47K 0.01% 757
2024
Q3 		$253K Sell
1,283
-41
-3% -$8.52K 0.01% 749
2024
Q2 		$274K Sell
1,324
-770
-37% -$174K 0.01% 687
2024
Q1 		$567K Buy
2,094
+741
+55% +$177K 0.02% 508
2023
Q4 		$320K Sell
1,353
-10
-0.7% -$1.97K 0.01% 628
2023
Q3 		$267K Buy
1,363
+141
+12% +$28.9K 0.01% 629
2023
Q2 		$257K Sell
1,222
-61
-5% -$12.1K 0.02% 489
2023
Q1 		$259K Sell
1,283
-1
-0.1% -$227 0.02% 519
2022
Q4 		$280K Sell
1,284
-835
-39% -$182K 0.02% 462
2022
Q3 		$417K Buy
2,119
+124
+6% +$26.8K 0.04% 348
2022
Q2 		$426K Sell
1,995
-467
-19% -$114K 0.04% 333
2022
Q1 		$699K Sell
2,462
-602
-20% -$186K 0.05% 291
2021
Q4 		$1.15M Buy
+3,064
New +$1.19M 0.08% 189

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Axxcess Wealth Management's CRL Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Charles River Laboratories (CRL) in Q1 2025, closing a stake of 1,265 shares — an estimated $234K sold.

Axxcess Wealth Management first reported a position in CRL in Q4 2021 and held it in 13 quarters. The position peaked at $1.15M in Q4 2021. 561 funds tracked by Wall St. Rank hold CRL as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Charles River Laboratories position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,265 Charles River Laboratories shares in Q1 2025, an estimated $234K.
  • Axxcess Wealth Management first reported a position in Charles River Laboratories in Q4 2021 and held it in 13 quarters.
  • Axxcess Wealth Management's Charles River Laboratories position peaked at $1.15M in Q4 2021.
  • 561 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.