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Blackston Financial Advisory Group’s Elevance Health ELV Stock Holding History

Blackston Financial Advisory Group’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
Q1 		– Sell
-394
Closed -$202K – 91
2022
Q4 		$202K Hold
394
– – 0.15% 86
2022
Q3 		$215K Buy
+394
New +$189K 0.15% 79

Other funds holding ELV

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blackston Financial Advisory Group's ELV Position: Q1 2023 in Review

Blackston Financial Advisory Group sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 394 shares — an estimated $202K sold.

Blackston Financial Advisory Group first reported a position in ELV in Q3 2022 and held it in 2 quarters. The position peaked at $215K in Q3 2022. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Blackston Financial Advisory Group reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 394 Elevance Health shares in Q1 2023, an estimated $202K.
  • Blackston Financial Advisory Group first reported a position in Elevance Health in Q3 2022 and held it in 2 quarters.
  • Blackston Financial Advisory Group's Elevance Health position peaked at $215K in Q3 2022.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2023, filed 21 Apr 2023.