AWM
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Accel Wealth Management’s Elevance Health ELV Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-38
Closed -$17.5K – 366
2023
Q1 		$17.5K Hold
38
– – 0.01% 751
2022
Q4 		$19.5K Hold
38
– – 0.01% 558
2022
Q3 		$18K Hold
38
– – 0.01% 587
2022
Q2 		$19K Buy
38
+9
+31% +$4.45K 0.01% 555
2022
Q1 		$14K Hold
29
– – 0.01% 637
2021
Q4 		$13K Hold
29
– – 0.01% 653
2021
Q3 		$11K Hold
29
– – 0.01% 613
2021
Q2 		$11K Hold
29
– – 0.01% 674
2021
Q1 		$10K Buy
+29
New +$9.33K 0.01% 650

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's ELV Position: Q2 2023 in Review

Accel Wealth Management sold out of Elevance Health (ELV) in Q2 2023, closing a stake of 38 shares — an estimated $17.5K sold.

Accel Wealth Management first reported a position in ELV in Q1 2021 and held it in 9 quarters. The position peaked at $19.5K in Q4 2022. 1,523 funds tracked by Wall St. Rank hold ELV as of Q2 2023.

  • Accel Wealth Management reported no remaining Elevance Health position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 38 Elevance Health shares in Q2 2023, an estimated $17.5K.
  • Accel Wealth Management first reported a position in Elevance Health in Q1 2021 and held it in 9 quarters.
  • Accel Wealth Management's Elevance Health position peaked at $19.5K in Q4 2022.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.