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

Wingate 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
2025
Q1 		– Sell
-51
Closed -$9.41K – 168
2024
Q4 		$9.41K Buy
+51
New +$9.82K 0.01% 345

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Kayne Anderson Rudnick Investment Management
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State Street
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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wingate Wealth Advisors's CRL Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Charles River Laboratories (CRL) in Q1 2025, closing a stake of 51 shares — an estimated $9.41K sold.

Wingate Wealth Advisors first reported a position in CRL in Q4 2024 and held it in 1 quarter. The position peaked at $9.41K in Q4 2024. 561 funds tracked by Wall St. Rank hold CRL as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Charles River Laboratories position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 51 Charles River Laboratories shares in Q1 2025, an estimated $9.41K.
  • Wingate Wealth Advisors first reported a position in Charles River Laboratories in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Charles River Laboratories position peaked at $9.41K in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.