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

Thrive 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
2024
Q4 		– Sell
-1,140
Closed -$225K – 203
2024
Q3 		$225K Buy
1,140
+38
+3% +$7.9K 0.04% 202
2024
Q2 		$228K Buy
1,102
+26
+2% +$5.89K 0.04% 191
2024
Q1 		$292K Buy
1,076
+110
+11% +$26.3K 0.06% 161
2023
Q4 		$228K Buy
+966
New +$190K 0.05% 171
2023
Q3 		– Sell
-1,000
Closed -$210K – 171
2023
Q2 		$210K Buy
+1,000
New +$199K 0.05% 171
2023
Q1 		– Sell
-956
Closed -$208K – 172
2022
Q4 		$208K Buy
+956
New +$209K 0.06% 152

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 $3.37T 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
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

Thrive Wealth Management's CRL Position: Q4 2024 in Review

Thrive Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 1,140 shares — an estimated $225K sold.

Thrive Wealth Management first reported a position in CRL in Q4 2022 and held it in 6 quarters. The position peaked at $292K in Q1 2024. 637 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

  • Thrive Wealth Management reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 1,140 Charles River Laboratories shares in Q4 2024, an estimated $225K.
  • Thrive Wealth Management first reported a position in Charles River Laboratories in Q4 2022 and held it in 6 quarters.
  • Thrive Wealth Management's Charles River Laboratories position peaked at $292K in Q1 2024.
  • 637 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Thrive Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.