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Wetzel Investment Advisors’s CorVel CRVL Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-33
Closed -$2.89K – 275
2024
Q2 		$2.89K Hold
33
– – ﹤0.01% 689
2024
Q1 		$2.53K Hold
33
– – ﹤0.01% 803
2023
Q4 		$3K Buy
+33
New +$2.34K ﹤0.01% 771

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
BlackRock New York $5.72T AUM 30.48% 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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
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

Wetzel Investment Advisors's CRVL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of CorVel (CRVL) in Q3 2024, closing a stake of 33 shares — an estimated $2.89K sold.

Wetzel Investment Advisors first reported a position in CRVL in Q4 2023 and held it in 3 quarters. The position peaked at $3K in Q4 2023. 248 funds tracked by Wall St. Rank hold CRVL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining CorVel position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 33 CorVel shares in Q3 2024, an estimated $2.89K.
  • Wetzel Investment Advisors first reported a position in CorVel in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's CorVel position peaked at $3K in Q4 2023.
  • 248 funds tracked by Wall St. Rank held CorVel as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.