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Avantax Planning Partners’s Elevance Health ELV Stock Holding History

Avantax Planning Partners’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
2024
Q3 		– Sell
-386
Closed -$209K – 452
2024
Q2 		$209K Sell
386
-315
-45% -$167K 0.01% 441
2024
Q1 		$363K Buy
701
+8
+1% +$3.98K 0.01% 334
2023
Q4 		$327K Sell
693
-26
-4% -$12K 0.01% 289
2023
Q3 		$313K Sell
719
-4
-0.6% -$1.81K 0.01% 277
2023
Q2 		$321K Buy
723
+30
+4% +$13.8K 0.01% 284
2023
Q1 		$319K Buy
693
+7
+1% +$3.33K 0.01% 281
2022
Q4 		$352K Sell
686
-81
-11% -$41.1K 0.01% 275
2022
Q3 		$348K Sell
767
-31
-4% -$14.8K 0.02% 265
2022
Q2 		$385K Sell
798
-28
-3% -$13.9K 0.02% 245
2022
Q1 		$406K Buy
826
+50
+6% +$22.9K 0.02% 244
2021
Q4 		$360K Sell
776
-84
-10% -$35.3K 0.01% 250
2021
Q3 		$321K Hold
860
– – 0.01% 244
2021
Q2 		$328K Buy
860
+189
+28% +$72.2K 0.02% 245
2021
Q1 		$241K Buy
671
+23
+4% +$7.4K 0.01% 270
2020
Q4 		$208K Buy
+648
New +$199K 0.01% 269
2018
Q4 		– Sell
-251
Closed -$69K – 529
2018
Q3 		$69K Buy
+251
New +$65.2K 0.01% 415
2018
Q2 		– Sell
-324
Closed -$71K – 569
2018
Q1 		$71K Buy
+324
New +$76.1K 0.01% 463
2017
Q4 		– Sell
-1,460
Closed -$277K – 325
2017
Q3 		$277K Sell
1,460
-11
-0.7% -$2.09K 0.02% 292
2017
Q2 		$277K Buy
1,471
+63
+4% +$11.3K 0.02% 267
2017
Q1 		$233K Buy
+1,408
New +$224K 0.02% 288

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avantax Planning Partners's ELV Position: Q3 2024 in Review

Avantax Planning Partners sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 386 shares — an estimated $209K sold.

Avantax Planning Partners first reported a position in ELV in Q1 2017 and held it in 20 quarters. The position peaked at $406K in Q1 2022. 1,699 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Avantax Planning Partners reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 386 Elevance Health shares in Q3 2024, an estimated $209K.
  • Avantax Planning Partners first reported a position in Elevance Health in Q1 2017 and held it in 20 quarters.
  • Avantax Planning Partners's Elevance Health position peaked at $406K in Q1 2022.
  • 1,699 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.