180 Wealth Advisors’s Elevance Health ELV Stock Holding History

180 Wealth Advisors’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-404	Closed	-$209K	–	379
2022 Q1	$209K	Buy	+404	New	+$185K	0.05%	344
2019 Q1	–	Sell	-803	Closed	-$220K	–	262
2018 Q4	$220K	Hold	803	–	–	0.1%	228
2018 Q3	$220K	Sell	803 -61	-7%	-$15.8K	0.1%	228
2018 Q2	$206K	Sell	864 -294	-25%	-$68.1K	0.1%	225
2018 Q1	$258K	Buy	+1,158	New	+$272K	0.13%	188

Other funds holding ELV

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

180 Wealth Advisors's ELV Position: Q2 2022 in Review

180 Wealth Advisors sold out of Elevance Health (ELV) in Q2 2022, closing a stake of 404 shares — an estimated $209K sold.

180 Wealth Advisors first reported a position in ELV in Q1 2018 and held it in 5 quarters. The position peaked at $258K in Q1 2018. 1,439 funds tracked by Wall St. Rank hold ELV as of Q2 2022.

180 Wealth Advisors reported no remaining Elevance Health position as of Q2 2022 after selling out during the quarter.
180 Wealth Advisors sold 404 Elevance Health shares in Q2 2022, an estimated $209K.
180 Wealth Advisors first reported a position in Elevance Health in Q1 2018 and held it in 5 quarters.
180 Wealth Advisors's Elevance Health position peaked at $258K in Q1 2018.
1,439 funds tracked by Wall St. Rank held Elevance Health as of Q2 2022.

Based on 180 Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.