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CFM Wealth Partners’s Elevance Health ELV Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-100
Closed -$26K – 251
2020
Q2 		$26K Hold
100
– – 0.01% 341
2020
Q1 		$23K Hold
100
– – 0.01% 351
2019
Q4 		$31K Buy
+100
New +$27.5K 0.01% 321

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T. Rowe Price Associates
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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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CFM Wealth Partners's ELV Position: Q3 2020 in Review

CFM Wealth Partners sold out of Elevance Health (ELV) in Q3 2020, closing a stake of 100 shares — an estimated $26K sold.

CFM Wealth Partners first reported a position in ELV in Q4 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold ELV as of Q3 2020.

  • CFM Wealth Partners reported no remaining Elevance Health position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 100 Elevance Health shares in Q3 2020, an estimated $26K.
  • CFM Wealth Partners first reported a position in Elevance Health in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Elevance Health position peaked at $31K in Q4 2019.
  • 1,094 funds tracked by Wall St. Rank held Elevance Health as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.