Sutton Wealth Advisors’s CorVel CRVL Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-639	Closed	-$31K	–	987
2022 Q4	$31K	Hold	639	–	–	0.01%	544
2022 Q3	$29.5K	Sell	639 -6	-0.9%	-$311	0.01%	533
2022 Q2	$31.7K	Buy	645 +9	+1%	+$463	0.01%	518
2022 Q1	$35.7K	Sell	636 -6	-0.9%	-$341	0.01%	515
2021 Q4	$44.5K	Buy	642 +6	+0.9%	+$377	0.01%	453
2021 Q3	$39.5K	Hold	636	–	–	0.01%	466
2021 Q2	$28.5K	Hold	636	–	–	0.01%	589
2021 Q1	$21.7K	Hold	636	–	–	0.01%	654
2020 Q4	$22.5K	Hold	636	–	–	0.01%	574
2020 Q3	$18.1K	Hold	636	–	–	0.01%	572
2020 Q2	$15K	Buy	636 +270	+74%	+$5.31K	0.01%	612
2020 Q1	$6.65K	Hold	366	–	–	﹤0.01%	763
2019 Q4	$10.7K	Hold	366	–	–	0.01%	803
2019 Q3	$9.23K	Hold	366	–	–	0.01%	809
2019 Q2	$10.6K	Hold	366	–	–	0.01%	757
2019 Q1	$7.96K	Buy	+366	New	+$7.82K	﹤0.01%	840
2016 Q2	–	Sell	-561	Closed	-$7.37K	–	1032
2016 Q1	$7.37K	Buy	+561	New	+$7.89K	0.01%	663

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return