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Harvest Group Wealth Management’s CorVel CRVL Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-9
Closed – – 180
2020
Q4 		$0 Hold
9
– – ﹤0.01% 678
2020
Q3 		$0 Hold
9
– – ﹤0.01% 624
2020
Q2 		$0 Hold
9
– – ﹤0.01% 550
2020
Q1 		$0 Sell
9
-177
-95% -$4.6K ﹤0.01% 591
2019
Q4 		$5K Hold
186
– – ﹤0.01% 356
2019
Q3 		$5K Hold
186
– – 0.01% 401
2019
Q2 		$5K Buy
186
+45
+32% +$1.11K 0.01% 335
2019
Q1 		$3K Buy
+141
New +$3.01K ﹤0.01% 481

Other funds holding CRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harvest Group Wealth Management's CRVL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of CorVel (CRVL) in Q1 2021, closing a stake of 9 shares.

Harvest Group Wealth Management first reported a position in CRVL in Q1 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 138 funds tracked by Wall St. Rank hold CRVL as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining CorVel position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 9 CorVel shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in CorVel in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's CorVel position peaked at $5K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held CorVel as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.