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Integrated Wealth Concepts’s Charles River Laboratories CRL Stock Holding History

Integrated Wealth Concepts’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
-1,170
Closed -$230K – 1734
2024
Q3 		$230K Sell
1,170
-60
-5% -$12.5K ﹤0.01% 1494
2024
Q2 		$254K Buy
1,230
+13
+1% +$2.95K ﹤0.01% 1410
2024
Q1 		$330K Buy
1,217
+33
+3% +$7.88K ﹤0.01% 1269
2023
Q4 		$280K Sell
1,184
-485
-29% -$95.4K ﹤0.01% 1301
2023
Q3 		$327K Buy
1,669
+421
+34% +$86.4K 0.01% 1182
2023
Q2 		$262K Buy
+1,248
New +$248K ﹤0.01% 1294

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

Integrated Wealth Concepts's CRL Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 1,170 shares — an estimated $230K sold.

Integrated Wealth Concepts first reported a position in CRL in Q2 2023 and held it in 6 quarters. The position peaked at $330K in Q1 2024. 637 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,170 Charles River Laboratories shares in Q4 2024, an estimated $230K.
  • Integrated Wealth Concepts first reported a position in Charles River Laboratories in Q2 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's Charles River Laboratories position peaked at $330K in Q1 2024.
  • 637 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.