CFCI
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Comprehensive Financial Consultants Institutional’s Elevance Health ELV Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-50
Closed -$22K – 234
2021
Q4 		$22K Buy
+50
New +$21K 0.01% 297

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State Street
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Wellington Management Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's ELV Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Elevance Health (ELV) in Q1 2022, closing a stake of 50 shares — an estimated $22K sold.

Comprehensive Financial Consultants Institutional first reported a position in ELV in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 1,419 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Elevance Health position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 50 Elevance Health shares in Q1 2022, an estimated $22K.
  • Comprehensive Financial Consultants Institutional first reported a position in Elevance Health in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Elevance Health position peaked at $22K in Q4 2021.
  • 1,419 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.