CAPTRUST Financial Advisors
CRVL icon

CAPTRUST Financial Advisors’s CorVel CRVL Stock Holding History

CAPTRUST Financial 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
Q4 		– Sell
-1,992
Closed -$217K – 2317
2024
Q3 		$217K Buy
+1,992
New +$199K ﹤0.01% 2081
2024
Q1 		– Sell
-5,988
Closed -$493K – 2271
2023
Q4 		$493K Buy
5,988
+285
+5% +$20.2K ﹤0.01% 1746
2023
Q3 		$374K Buy
5,703
+120
+2% +$8.28K ﹤0.01% 1844
2023
Q2 		$360K Sell
5,583
-60
-1% -$4.01K ﹤0.01% 1842
2023
Q1 		$358K Sell
5,643
-3
-0.1% -$175 ﹤0.01% 1612
2022
Q4 		$274K Hold
5,646
– – ﹤0.01% 1733
2022
Q3 		$261K Sell
5,646
-30
-0.5% -$1.56K ﹤0.01% 1639
2022
Q2 		$279K Buy
5,676
+6
+0.1% +$309 ﹤0.01% 1465
2022
Q1 		$318K Buy
5,670
+2,523
+80% +$143K ﹤0.01% 1410
2021
Q4 		$218K Buy
3,147
+2,307
+275% +$145K ﹤0.01% 1578
2021
Q3 		$52K Buy
840
+48
+6% +$2.5K ﹤0.01% 2546
2021
Q2 		$35K Sell
792
-30
-4% -$1.19K ﹤0.01% 2731
2021
Q1 		$28K Buy
822
+807
+5,380% +$28.1K ﹤0.01% 2787
2020
Q4 		$1K Buy
+15
New +$466 ﹤0.01% 3239

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return