Arkadios Wealth Advisors’s CorVel CRVL Stock Holding History

Arkadios Wealth Advisors’s Portfolio CRVL Stock Details CRVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-198	Closed	-$8K	–	1898
2021 Q2	$8K	Buy	+198	New	+$7.82K	﹤0.01%	1583

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arkadios Wealth Advisors's CRVL Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of CorVel (CRVL) in Q3 2021, closing a stake of 198 shares — an estimated $8K sold.

Arkadios Wealth Advisors first reported a position in CRVL in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 159 funds tracked by Wall St. Rank hold CRVL as of Q3 2021.

Arkadios Wealth Advisors reported no remaining CorVel position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 198 CorVel shares in Q3 2021, an estimated $8K.
Arkadios Wealth Advisors first reported a position in CorVel in Q2 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's CorVel position peaked at $8K in Q2 2021.
159 funds tracked by Wall St. Rank held CorVel as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.