Certified Advisory Corp’s Elevance Health ELV Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-161	Closed	-$58K	–	351
2021 Q1	$58K	Buy	+161	New	+$51.8K	0.02%	325
2020 Q2	$30K	Buy	116 +1	+0.9%	+$267	0.01%	376
2020 Q1	$26K	Hold	115	–	–	0.01%	370
2019 Q4	$35K	Sell	115 -8	-7%	-$2.2K	0.01%	367
2019 Q3	$29K	Buy	123 +1	+0.8%	+$274	0.01%	406
2019 Q2	$35K	Hold	122	–	–	0.01%	371
2019 Q1	$35K	Buy	122 +18	+17%	+$5.21K	0.01%	344
2018 Q4	$27K	Buy	104 +1	+1%	+$275	0.01%	362
2018 Q3	$28K	Hold	103	–	–	0.01%	379
2018 Q2	$25K	Buy	103 +1	+1%	+$232	0.01%	382
2018 Q1	$22K	Hold	102	–	–	0.01%	390
2017 Q4	$23K	Buy	+102	New	+$21.7K	0.02%	345

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Certified Advisory Corp's ELV Position: Q2 2021 in Review

Certified Advisory Corp sold out of Elevance Health (ELV) in Q2 2021, closing a stake of 161 shares — an estimated $58K sold.

Certified Advisory Corp first reported a position in ELV in Q4 2017 and held it in 12 quarters. The position peaked at $58K in Q1 2021. 1,234 funds tracked by Wall St. Rank hold ELV as of Q2 2021.

Certified Advisory Corp reported no remaining Elevance Health position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 161 Elevance Health shares in Q2 2021, an estimated $58K.
Certified Advisory Corp first reported a position in Elevance Health in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Elevance Health position peaked at $58K in Q1 2021.
1,234 funds tracked by Wall St. Rank held Elevance Health as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.