FTDI
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First Trust Direct Indexing’s CorVel CRVL Stock Holding History

First Trust Direct Indexing’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
-2,688
Closed -$293K – 202
2024
Q3 		$293K Buy
2,688
+138
+5% +$13.8K 0.02% 746
2024
Q2 		$216K Buy
+2,550
New +$211K 0.01% 805

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

First Trust Direct Indexing's CRVL Position: Q4 2024 in Review

First Trust Direct Indexing sold out of CorVel (CRVL) in Q4 2024, closing a stake of 2,688 shares — an estimated $293K sold.

First Trust Direct Indexing first reported a position in CRVL in Q2 2024 and held it in 2 quarters. The position peaked at $293K in Q3 2024. 264 funds tracked by Wall St. Rank hold CRVL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining CorVel position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,688 CorVel shares in Q4 2024, an estimated $293K.
  • First Trust Direct Indexing first reported a position in CorVel in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's CorVel position peaked at $293K in Q3 2024.
  • 264 funds tracked by Wall St. Rank held CorVel as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.