BDO Wealth Advisors’s CorVel CRVL Stock Holding History

BDO 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 Q2	–	Sell	-15	Closed	-$1K	–	1124
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	1051
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	830
2020 Q3	$0	Buy	+15	New	+$403	﹤0.01%	883

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

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

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

BDO Wealth Advisors's CRVL Position: Q2 2021 in Review

BDO Wealth Advisors sold out of CorVel (CRVL) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in CRVL in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 147 funds tracked by Wall St. Rank hold CRVL as of Q2 2021.

BDO Wealth Advisors reported no remaining CorVel position as of Q2 2021 after selling out during the quarter.
BDO Wealth Advisors sold 15 CorVel shares in Q2 2021, an estimated $1K.
BDO Wealth Advisors first reported a position in CorVel in Q3 2020 and held it in 3 quarters.
BDO Wealth Advisors's CorVel position peaked at $1K in Q1 2021.
147 funds tracked by Wall St. Rank held CorVel as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.