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Belpointe Asset Management’s CorVel CRVL Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-24
Closed -$1.52K – 1151
2023
Q1 		$1.52K Buy
+24
New +$1.4K ﹤0.01% 3387

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Belpointe Asset Management's CRVL Position: Q2 2023 in Review

Belpointe Asset Management sold out of CorVel (CRVL) in Q2 2023, closing a stake of 24 shares — an estimated $1.52K sold.

Belpointe Asset Management first reported a position in CRVL in Q1 2023 and held it in 1 quarter. The position peaked at $1.52K in Q1 2023. 198 funds tracked by Wall St. Rank hold CRVL as of Q2 2023.

  • Belpointe Asset Management reported no remaining CorVel position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 24 CorVel shares in Q2 2023, an estimated $1.52K.
  • Belpointe Asset Management first reported a position in CorVel in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's CorVel position peaked at $1.52K in Q1 2023.
  • 198 funds tracked by Wall St. Rank held CorVel as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.