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Catalyst Wealth Management’s Elevance Health ELV Stock Holding History

Catalyst 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
2023
Q1 		– Sell
-422
Closed -$216K – 124
2022
Q4 		$216K Buy
+422
New +$214K 0.2% 119

Other funds holding ELV

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Catalyst Wealth Management's ELV Position: Q1 2023 in Review

Catalyst Wealth Management sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 422 shares — an estimated $216K sold.

Catalyst Wealth Management first reported a position in ELV in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 1,517 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Catalyst Wealth Management reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • Catalyst Wealth Management sold 422 Elevance Health shares in Q1 2023, an estimated $216K.
  • Catalyst Wealth Management first reported a position in Elevance Health in Q4 2022 and held it in 1 quarter.
  • Catalyst Wealth Management's Elevance Health position peaked at $216K in Q4 2022.
  • 1,517 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.