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Glassman Wealth Services’s CorVel CRVL Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-15
Closed -$1.24K – 580
2023
Q4 		$1.24K Hold
15
– – ﹤0.01% 1480
2023
Q3 		$983 Hold
15
– – ﹤0.01% 1553
2023
Q2 		$968 Hold
15
– – ﹤0.01% 1452
2023
Q1 		$951 Buy
+15
New +$876 ﹤0.01% 1448

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 $3.38T AUM 44.17% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Glassman Wealth Services's CRVL Position: Q1 2024 in Review

Glassman Wealth Services sold out of CorVel (CRVL) in Q1 2024, closing a stake of 15 shares — an estimated $1.24K sold.

Glassman Wealth Services first reported a position in CRVL in Q1 2023 and held it in 4 quarters. The position peaked at $1.24K in Q4 2023. 209 funds tracked by Wall St. Rank hold CRVL as of Q1 2024.

  • Glassman Wealth Services reported no remaining CorVel position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 15 CorVel shares in Q1 2024, an estimated $1.24K.
  • Glassman Wealth Services first reported a position in CorVel in Q1 2023 and held it in 4 quarters.
  • Glassman Wealth Services's CorVel position peaked at $1.24K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held CorVel as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.