BDO Wealth Advisors’s Elevance Health ELV Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$24.6K	Buy	55 +40	+267%	+$18.5K	﹤0.01%	545
2023 Q1	$7K	Hold	15	–	–	﹤0.01%	764
2022 Q4	$7.79K	Sell	15 -49	-77%	-$24.9K	﹤0.01%	722
2022 Q3	$29K	Buy	64 +51	+392%	+$24.4K	﹤0.01%	498
2022 Q2	$6K	Hold	13	–	–	﹤0.01%	758
2022 Q1	$6K	Hold	13	–	–	﹤0.01%	792
2021 Q4	$6K	Buy	13 +5	+63%	+$2.1K	﹤0.01%	795
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	906
2021 Q2	$3K	Hold	8	–	–	﹤0.01%	941
2021 Q1	$3K	Sell	8 -715	-99%	-$230K	﹤0.01%	928
2020 Q4	$232K	Sell	723 -75	-9%	-$23K	0.03%	220
2020 Q3	$214K	Buy	798 +12	+2%	+$3.23K	0.03%	214
2020 Q2	$207K	Hold	786	–	–	0.04%	213
2020 Q1	$178K	Buy	786 +8	+1%	+$2.18K	0.04%	213
2019 Q4	$235K	Hold	778	–	–	0.06%	178
2019 Q3	$187K	Sell	778 -54	-6%	-$14.8K	0.05%	200
2019 Q2	$235K	Buy	832 +792	+1,980%	+$216K	0.06%	175
2019 Q1	$11K	Hold	40	–	–	﹤0.01%	419
2018 Q4	$11K	Hold	40	–	–	﹤0.01%	402
2018 Q3	$11K	Hold	40	–	–	﹤0.01%	448
2018 Q2	$10K	Hold	40	–	–	﹤0.01%	455
2018 Q1	$9K	Hold	40	–	–	﹤0.01%	404
2017 Q4	$9K	Hold	40	–	–	﹤0.01%	344
2017 Q3	$8K	Hold	40	–	–	﹤0.01%	318
2017 Q2	$8K	Buy	+40	New	+$7.19K	﹤0.01%	397

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BDO Wealth Advisors's ELV Position: Q2 2023 in Review

BDO Wealth Advisors increased its Elevance Health (ELV) stake by 267% in Q2 2023, buying an estimated $18.5K and bringing the position to 55 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

BDO Wealth Advisors first reported a position in ELV in Q2 2017 and has held it in 25 quarters since. The position peaked at $235K in Q4 2019. 1,522 funds tracked by Wall St. Rank hold ELV as of Q2 2023.

BDO Wealth Advisors held 55 shares of Elevance Health worth $24.6K as of Q2 2023.
BDO Wealth Advisors bought 40 Elevance Health shares in Q2 2023, an estimated $18.5K.
Elevance Health made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #545 holding.
BDO Wealth Advisors first reported a position in Elevance Health in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Elevance Health position peaked at $235K in Q4 2019.
1,522 funds tracked by Wall St. Rank held Elevance Health as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.