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Balboa Wealth Partners’s Elevance Health ELV Stock Holding History

Balboa Wealth 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
-406
Closed -$220K – 348
2024
Q2 		$220K Buy
+406
New +$215K 0.06% 240

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Fidelity Investments
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Sanders Capital
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
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Balboa Wealth Partners's ELV Position: Q3 2024 in Review

Balboa Wealth Partners sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 406 shares — an estimated $220K sold.

Balboa Wealth Partners first reported a position in ELV in Q2 2024 and held it in 1 quarter. The position peaked at $220K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Balboa Wealth Partners reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 406 Elevance Health shares in Q3 2024, an estimated $220K.
  • Balboa Wealth Partners first reported a position in Elevance Health in Q2 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's Elevance Health position peaked at $220K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Balboa Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.