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Clarus Wealth Advisors’s Elevance Health ELV Stock Holding History

Clarus Wealth Advisors’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
-467
Closed -$220K – 133
2022
Q4 		$220K Buy
+467
New +$237K 0.14% 113
2022
Q2 		– Sell
-421
Closed -$215K – 105
2022
Q1 		$215K Buy
+421
New +$192K 0.13% 97
2018
Q3 		– Sell
-1,147
Closed -$252K – 725
2018
Q2 		$252K Hold
1,147
– – 0.19% 74
2018
Q1 		$252K Buy
+1,147
New +$269K 0.23% 74

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
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

Clarus Wealth Advisors's ELV Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 467 shares — an estimated $220K sold.

Clarus Wealth Advisors first reported a position in ELV in Q1 2018 and held it in 4 quarters. The position peaked at $252K in Q2 2018. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Clarus Wealth Advisors reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • Clarus Wealth Advisors sold 467 Elevance Health shares in Q1 2023, an estimated $220K.
  • Clarus Wealth Advisors first reported a position in Elevance Health in Q1 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Elevance Health position peaked at $252K in Q2 2018.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.