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Beacon Pointe Wealth Advisors’s Elevance Health ELV Stock Holding History

Beacon Pointe 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
2019
Q4 		$436K Buy
1,443
+3
+0.2% +$826 0.08% 173
2019
Q3 		$345K Sell
1,440
-6
-0.4% -$1.64K 0.07% 197
2019
Q2 		$408K Buy
1,446
+3
+0.2% +$819 0.09% 181
2019
Q1 		$414K Hold
1,443
– – 0.09% 169
2018
Q4 		$379K Buy
+1,443
New +$397K 0.14% 147

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Beacon Pointe Wealth Advisors's ELV Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Elevance Health (ELV) stake by 0.21% in Q4 2019, buying an estimated $826 and bringing the position to 1,443 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #173.

Beacon Pointe Wealth Advisors first reported a position in ELV in Q4 2018 and has held it in 5 quarters since. 1,110 funds tracked by Wall St. Rank hold ELV as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 1,443 shares of Elevance Health worth $436K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 3 Elevance Health shares in Q4 2019, an estimated $826.
  • Elevance Health made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #173 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Elevance Health in Q4 2018 and has held it in 5 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Elevance Health as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.