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BKM Wealth Management’s Elevance Health ELV Stock Holding History

BKM 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
2024
Q1 		– Sell
-19
Closed -$8.96K – 292
2023
Q4 		$8.96K Buy
+19
New +$8.79K ﹤0.01% 459

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BKM Wealth Management's ELV Position: Q1 2024 in Review

BKM Wealth Management sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 19 shares — an estimated $8.96K sold.

BKM Wealth Management first reported a position in ELV in Q4 2023 and held it in 1 quarter. The position peaked at $8.96K in Q4 2023. 1,667 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • BKM Wealth Management reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 19 Elevance Health shares in Q1 2024, an estimated $8.96K.
  • BKM Wealth Management first reported a position in Elevance Health in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Elevance Health position peaked at $8.96K in Q4 2023.
  • 1,667 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.