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Triad Wealth Partners’s Charles River Laboratories CRL Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-14
Closed -$2.89K – 228
2024
Q2 		$2.89K Buy
+14
New +$3.17K ﹤0.01% 690

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Triad Wealth Partners's CRL Position: Q3 2024 in Review

Triad Wealth Partners sold out of Charles River Laboratories (CRL) in Q3 2024, closing a stake of 14 shares — an estimated $2.89K sold.

Triad Wealth Partners first reported a position in CRL in Q2 2024 and held it in 1 quarter. The position peaked at $2.89K in Q2 2024. 627 funds tracked by Wall St. Rank hold CRL as of Q3 2024.

  • Triad Wealth Partners reported no remaining Charles River Laboratories position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 14 Charles River Laboratories shares in Q3 2024, an estimated $2.89K.
  • Triad Wealth Partners first reported a position in Charles River Laboratories in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Charles River Laboratories position peaked at $2.89K in Q2 2024.
  • 627 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.