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Provenance Wealth Advisors’s Charles River Laboratories CRL Stock Holding History

Provenance Wealth Advisors’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
Q1 		– Sell
-12
Closed -$2.84K – 560
2023
Q4 		$2.84K Buy
+12
New +$2.36K ﹤0.01% 410

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Provenance Wealth Advisors's CRL Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of Charles River Laboratories (CRL) in Q1 2024, closing a stake of 12 shares — an estimated $2.84K sold.

Provenance Wealth Advisors first reported a position in CRL in Q4 2023 and held it in 1 quarter. The position peaked at $2.84K in Q4 2023. 676 funds tracked by Wall St. Rank hold CRL as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining Charles River Laboratories position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 12 Charles River Laboratories shares in Q1 2024, an estimated $2.84K.
  • Provenance Wealth Advisors first reported a position in Charles River Laboratories in Q4 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Charles River Laboratories position peaked at $2.84K in Q4 2023.
  • 676 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.