Values First Advisors’s CorVel CRVL Stock Holding History

Values First 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	-51	Closed	-$3.22K	–	205
2023 Q1	$3.22K	Buy	+51	New	+$2.98K	﹤0.01%	260

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

Values First Advisors's CRVL Position: Q2 2023 in Review

Values First Advisors sold out of CorVel (CRVL) in Q2 2023, closing a stake of 51 shares — an estimated $3.22K sold.

Values First Advisors first reported a position in CRVL in Q1 2023 and held it in 1 quarter. The position peaked at $3.22K in Q1 2023. 198 funds tracked by Wall St. Rank hold CRVL as of Q2 2023.

Values First Advisors reported no remaining CorVel position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 51 CorVel shares in Q2 2023, an estimated $3.22K.
Values First Advisors first reported a position in CorVel in Q1 2023 and held it in 1 quarter.
Values First Advisors's CorVel position peaked at $3.22K in Q1 2023.
198 funds tracked by Wall St. Rank held CorVel as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.