B. Riley Wealth Advisors’s CorVel CRVL Stock Holding History

B. Riley 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
2024 Q3	–	Sell	-2,382	Closed	-$202K	–	1296
2024 Q2	$202K	Sell	2,382 -1,896	-44%	-$157K	0.01%	1235
2024 Q1	$280K	Buy	+4,278	New	+$344K	0.01%	1071
2023 Q4	–	Sell	-4,278	Closed	-$280K	–	1421
2023 Q3	$280K	Buy	4,278 +624	+17%	+$43K	0.01%	1071
2023 Q2	$236K	Buy	+3,654	New	+$245K	0.01%	1262
2015 Q1	–	Sell	-132	Closed	-$2K	–	846
2014 Q4	$2K	Buy	+132	New	+$1.52K	﹤0.01%	3380

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

B. Riley Wealth Advisors's CRVL Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of CorVel (CRVL) in Q3 2024, closing a stake of 2,382 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in CRVL in Q4 2014 and held it in 5 quarters. The position peaked at $280K in Q1 2024. 248 funds tracked by Wall St. Rank hold CRVL as of Q3 2024.

B. Riley Wealth Advisors reported no remaining CorVel position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,382 CorVel shares in Q3 2024, an estimated $202K.
B. Riley Wealth Advisors first reported a position in CorVel in Q4 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's CorVel position peaked at $280K in Q1 2024.
248 funds tracked by Wall St. Rank held CorVel as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.