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Alaethes Wealth’s Elevance Health ELV Stock Holding History

Alaethes Wealth’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
-56
Closed -$28K – 161
2022
Q1 		$28K Hold
56
– – 0.02% 153
2021
Q4 		$26K Hold
56
– – 0.02% 158
2021
Q3 		$21K Hold
56
– – 0.02% 160
2021
Q2 		$21K Buy
+56
New +$21.4K 0.02% 155

Other funds holding ELV

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Alaethes Wealth's ELV Position: Q2 2022 in Review

Alaethes Wealth sold out of Elevance Health (ELV) in Q2 2022, closing a stake of 56 shares — an estimated $28K sold.

Alaethes Wealth first reported a position in ELV in Q2 2021 and held it in 4 quarters. The position peaked at $28K in Q1 2022. 1,439 funds tracked by Wall St. Rank hold ELV as of Q2 2022.

  • Alaethes Wealth reported no remaining Elevance Health position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 56 Elevance Health shares in Q2 2022, an estimated $28K.
  • Alaethes Wealth first reported a position in Elevance Health in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's Elevance Health position peaked at $28K in Q1 2022.
  • 1,439 funds tracked by Wall St. Rank held Elevance Health as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.