TCI Wealth Advisors’s CorVel CRVL Stock Holding History

TCI 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 Q2	–	Sell	-135	Closed	-$8.56K	–	664
2023 Q1	$8.56K	Hold	135	–	–	﹤0.01%	1179
2022 Q4	$6.54K	Hold	135	–	–	﹤0.01%	1353
2022 Q3	$6K	Buy	135 +3	+2%	+$156	﹤0.01%	1319
2022 Q2	$6K	Hold	132	–	–	﹤0.01%	1333
2022 Q1	$7K	Sell	132 -78	-37%	-$4.43K	﹤0.01%	1304
2021 Q4	$15K	Buy	210 +78	+59%	+$4.9K	﹤0.01%	856
2021 Q3	$8K	Hold	132	–	–	﹤0.01%	1234
2021 Q2	$6K	Hold	132	–	–	﹤0.01%	1290
2021 Q1	$5K	Hold	132	–	–	﹤0.01%	1234
2020 Q4	$5K	Hold	132	–	–	﹤0.01%	858
2020 Q3	$4K	Hold	132	–	–	﹤0.01%	826
2020 Q2	$3K	Hold	132	–	–	﹤0.01%	881
2020 Q1	$2K	Hold	132	–	–	﹤0.01%	990
2019 Q4	$4K	Hold	132	–	–	﹤0.01%	904
2019 Q3	$3K	Hold	132	–	–	﹤0.01%	936
2019 Q2	$4K	Hold	132	–	–	﹤0.01%	806
2019 Q1	$3K	Hold	132	–	–	﹤0.01%	902
2018 Q4	$3K	Hold	132	–	–	﹤0.01%	884
2018 Q3	$3K	Hold	132	–	–	﹤0.01%	907
2018 Q2	$2K	Hold	132	–	–	﹤0.01%	1047
2018 Q1	$2K	Hold	132	–	–	﹤0.01%	951
2017 Q4	$2K	Hold	132	–	–	﹤0.01%	1004
2017 Q3	$2K	Hold	132	–	–	﹤0.01%	943
2017 Q2	$2K	Hold	132	–	–	﹤0.01%	973
2017 Q1	$2K	Hold	132	–	–	﹤0.01%	919
2016 Q4	$2K	Buy	+132	New	+$1.51K	﹤0.01%	995

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCI Wealth Advisors's CRVL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CorVel (CRVL) in Q2 2023, closing a stake of 135 shares — an estimated $8.56K sold.

TCI Wealth Advisors first reported a position in CRVL in Q4 2016 and held it in 26 quarters. The position peaked at $15K in Q4 2021. 198 funds tracked by Wall St. Rank hold CRVL as of Q2 2023.

TCI Wealth Advisors reported no remaining CorVel position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 135 CorVel shares in Q2 2023, an estimated $8.56K.
TCI Wealth Advisors first reported a position in CorVel in Q4 2016 and held it in 26 quarters.
TCI Wealth Advisors's CorVel position peaked at $15K in Q4 2021.
198 funds tracked by Wall St. Rank held CorVel as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.