Atlas Private Wealth Management’s Elevance Health ELV Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-235	Closed	-$84K	–	185
2021 Q1	$84K	Sell	235 -13	-5%	-$4.18K	0.05%	158
2020 Q4	$80K	Hold	248	–	–	0.06%	162
2020 Q3	$67K	Hold	248	–	–	0.05%	164
2020 Q2	$65K	Hold	248	–	–	0.05%	176
2020 Q1	$56K	Hold	248	–	–	0.05%	172
2019 Q4	$75K	Buy	+248	New	+$68.2K	0.06%	176

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

Atlas Private Wealth Management's ELV Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Elevance Health (ELV) in Q2 2021, closing a stake of 235 shares — an estimated $84K sold.

Atlas Private Wealth Management first reported a position in ELV in Q4 2019 and held it in 6 quarters. The position peaked at $84K in Q1 2021. 1,234 funds tracked by Wall St. Rank hold ELV as of Q2 2021.

Atlas Private Wealth Management reported no remaining Elevance Health position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 235 Elevance Health shares in Q2 2021, an estimated $84K.
Atlas Private Wealth Management first reported a position in Elevance Health in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Elevance Health position peaked at $84K in Q1 2021.
1,234 funds tracked by Wall St. Rank held Elevance Health as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.