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Concourse Financial Group Securities’s CorVel CRVL Stock Holding History

Concourse Financial Group Securities’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
Q4 		– Sell
-60
Closed -$4.25K – 2297
2023
Q3 		$3.93K Buy
+60
New +$4.14K ﹤0.01% 1878

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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
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concourse Financial Group Securities's CRVL Position: Q4 2023 in Review

Concourse Financial Group Securities sold out of CorVel (CRVL) in Q4 2023, closing a stake of 60 shares — an estimated $4.25K sold.

Concourse Financial Group Securities first reported a position in CRVL in Q3 2023 and held it in 1 quarter. The position peaked at $3.93K in Q3 2023. 197 funds tracked by Wall St. Rank hold CRVL as of Q4 2023.

  • Concourse Financial Group Securities reported no remaining CorVel position as of Q4 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 60 CorVel shares in Q4 2023, an estimated $4.25K.
  • Concourse Financial Group Securities first reported a position in CorVel in Q3 2023 and held it in 1 quarter.
  • Concourse Financial Group Securities's CorVel position peaked at $3.93K in Q3 2023.
  • 197 funds tracked by Wall St. Rank held CorVel as of Q4 2023.

Based on Concourse Financial Group Securities's 13F filing for Q4 2023, filed 7 Feb 2024.