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

Alterna 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
2019
Q1 		– Sell
-1,945
Closed -$366K – 179
2018
Q4 		$366K Buy
+1,945
New +$535K 0.06% 216

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alterna Wealth Management's ELV Position: Q1 2019 in Review

Alterna Wealth Management sold out of Elevance Health (ELV) in Q1 2019, closing a stake of 1,945 shares — an estimated $366K sold.

Alterna Wealth Management first reported a position in ELV in Q4 2018 and held it in 1 quarter. The position peaked at $366K in Q4 2018. 1,074 funds tracked by Wall St. Rank hold ELV as of Q1 2019.

  • Alterna Wealth Management reported no remaining Elevance Health position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,945 Elevance Health shares in Q1 2019, an estimated $366K.
  • Alterna Wealth Management first reported a position in Elevance Health in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Elevance Health position peaked at $366K in Q4 2018.
  • 1,074 funds tracked by Wall St. Rank held Elevance Health as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.