Altus Wealth Group’s Elevance Health ELV Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-53	Closed	-$17K	–	351
2020 Q4	$17K	Buy	+53	New	+$16.3K	0.02%	401

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Altus Wealth Group's ELV Position: Q1 2021 in Review

Altus Wealth Group sold out of Elevance Health (ELV) in Q1 2021, closing a stake of 53 shares — an estimated $17K sold.

Altus Wealth Group first reported a position in ELV in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 1,211 funds tracked by Wall St. Rank hold ELV as of Q1 2021.

Altus Wealth Group reported no remaining Elevance Health position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 53 Elevance Health shares in Q1 2021, an estimated $17K.
Altus Wealth Group first reported a position in Elevance Health in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Elevance Health position peaked at $17K in Q4 2020.
1,211 funds tracked by Wall St. Rank held Elevance Health as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.