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BerganKDV Wealth Management’s CorVel CRVL Stock Holding History

BerganKDV 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
2021
Q1 		– Sell
-498
Closed -$18K – 942
2020
Q4 		$18K Buy
+498
New +$15.5K ﹤0.01% 492

Other funds holding CRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BerganKDV Wealth Management's CRVL Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of CorVel (CRVL) in Q1 2021, closing a stake of 498 shares — an estimated $18K sold.

BerganKDV Wealth Management first reported a position in CRVL in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 138 funds tracked by Wall St. Rank hold CRVL as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining CorVel position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 498 CorVel shares in Q1 2021, an estimated $18K.
  • BerganKDV Wealth Management first reported a position in CorVel in Q4 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's CorVel position peaked at $18K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held CorVel as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.