CWM
CRL icon

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

Compass 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
Q2 		– Sell
-233
Closed -$35.1K – 201
2025
Q1 		$35.1K Hold
233
– – 0.01% 275
2024
Q4 		$43K Sell
233
-466
-67% -$89.8K 0.01% 261
2024
Q3 		$138K Hold
699
– – 0.03% 179
2024
Q2 		$144K Buy
699
+675
+2,813% +$153K 0.04% 175
2024
Q1 		$6.5K Hold
24
– – ﹤0.01% 363
2023
Q4 		$5.67K Sell
24
-150
-86% -$29.5K ﹤0.01% 357
2023
Q3 		$34.1K Hold
174
– – 0.01% 271
2023
Q2 		$36.6K Sell
174
-190
-52% -$37.8K 0.01% 272
2023
Q1 		$73.5K Sell
364
-110
-23% -$24.9K 0.02% 208
2022
Q4 		$103K Buy
+474
New +$104K 0.03% 184

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return