CWM
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Castle Wealth Management’s CorVel CRVL Stock Holding History

Castle 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
Q4 		– Sell
-651
Closed -$30K – 212
2022
Q3 		$30K Hold
651
– – 0.02% 274
2022
Q2 		$32K Buy
+651
New +$33.5K 0.02% 266

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Castle Wealth Management's CRVL Position: Q4 2022 in Review

Castle Wealth Management sold out of CorVel (CRVL) in Q4 2022, closing a stake of 651 shares — an estimated $30K sold.

Castle Wealth Management first reported a position in CRVL in Q2 2022 and held it in 2 quarters. The position peaked at $32K in Q2 2022. 181 funds tracked by Wall St. Rank hold CRVL as of Q4 2022.

  • Castle Wealth Management reported no remaining CorVel position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 651 CorVel shares in Q4 2022, an estimated $30K.
  • Castle Wealth Management first reported a position in CorVel in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's CorVel position peaked at $32K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held CorVel as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.