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Bartlett & Co Wealth Management’s CorVel CRVL Stock Holding History

Bartlett & Co Wealth Management’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
2022
Q3 		– Sell
-162
Closed -$7.95K – 1199
2022
Q2 		$7.95K Buy
+162
New +$8.34K ﹤0.01% 923

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Dimensional Fund Advisors
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bartlett & Co Wealth Management's CRVL Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of CorVel (CRVL) in Q3 2022, closing a stake of 162 shares — an estimated $7.95K sold.

Bartlett & Co Wealth Management first reported a position in CRVL in Q2 2022 and held it in 1 quarter. The position peaked at $7.95K in Q2 2022. 179 funds tracked by Wall St. Rank hold CRVL as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining CorVel position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 162 CorVel shares in Q3 2022, an estimated $7.95K.
  • Bartlett & Co Wealth Management first reported a position in CorVel in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's CorVel position peaked at $7.95K in Q2 2022.
  • 179 funds tracked by Wall St. Rank held CorVel as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.