Wealthspire Advisors (Maryland)’s CorVel CRVL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-78	Closed	-$2K	–	797
2019 Q1	$2K	Buy	78 +9	+13%	+$192	﹤0.01%	2133
2018 Q4	$1K	Hold	69	–	–	﹤0.01%	2247
2018 Q3	$1K	Buy	69 +27	+64%	+$521	﹤0.01%	2266
2018 Q2	$1K	Hold	42	–	–	﹤0.01%	2289
2018 Q1	$1K	Sell	42 -138	-77%	-$2.34K	﹤0.01%	2311
2017 Q4	$3K	Buy	180 +42	+30%	+$792	﹤0.01%	1974
2017 Q3	$3K	Hold	138	–	–	﹤0.01%	1896
2017 Q2	$2K	Buy	+138	New	+$2.09K	﹤0.01%	1973

Other funds holding CRVL

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CRVL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CorVel (CRVL) in Q2 2019, closing a stake of 78 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in CRVL in Q2 2017 and held it in 8 quarters. The position peaked at $3K in Q4 2017. 153 funds tracked by Wall St. Rank hold CRVL as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining CorVel position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 78 CorVel shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in CorVel in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s CorVel position peaked at $3K in Q4 2017.
153 funds tracked by Wall St. Rank held CorVel as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.