B. Riley Wealth Management’s Elevance Health ELV Stock Holding History

B. Riley 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
2022 Q2	$248	Buy	513 +42	+9%	+$20.8K	﹤0.01%	592
2022 Q1	$231K	Buy	+471	New	+$215K	0.02%	522
2015 Q3	–	Sell	-400	Closed	-$65K	–	306
2015 Q2	$65K	Hold	400	–	–	0.05%	356
2015 Q1	$61K	Sell	400 -175	-30%	-$24.9K	0.05%	378
2014 Q4	$72K	Sell	575 -100	-15%	-$12.4K	0.06%	326
2014 Q3	$80K	Sell	675 -100	-13%	-$11.5K	0.06%	327
2014 Q2	$83K	Sell	775 -100	-11%	-$10.3K	0.05%	383
2014 Q1	$87K	Buy	+875	New	+$79.1K	0.06%	337

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

B. Riley Wealth Management's ELV Position: Q2 2022 in Review

B. Riley Wealth Management increased its Elevance Health (ELV) stake by 8.9% in Q2 2022, buying an estimated $20.8K and bringing the position to 513 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #592.

B. Riley Wealth Management first reported a position in ELV in Q1 2014 and has held it in 8 quarters since. The position peaked at $231K in Q1 2022. 1,439 funds tracked by Wall St. Rank hold ELV as of Q2 2022.

B. Riley Wealth Management held 513 shares of Elevance Health worth $248 as of Q2 2022.
B. Riley Wealth Management bought 42 Elevance Health shares in Q2 2022, an estimated $20.8K.
Elevance Health made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #592 holding.
B. Riley Wealth Management first reported a position in Elevance Health in Q1 2014 and has held it in 8 quarters since.
B. Riley Wealth Management's Elevance Health position peaked at $231K in Q1 2022.
1,439 funds tracked by Wall St. Rank held Elevance Health as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.