Core Wealth Advisors (Florida)’s Elevance Health ELV Stock Holding History

Core Wealth Advisors (Florida)’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	-18	Closed	-$8K	–	205
2021 Q4	$8K	Buy	+18	New	+$7.57K	﹤0.01%	162
2020 Q4	–	Sell	-2	Closed	-$1K	–	186
2020 Q3	$1K	Buy	+2	New	+$538	﹤0.01%	146

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ELV Position: Q1 2022 in Review

Core Wealth Advisors (Florida) sold out of Elevance Health (ELV) in Q1 2022, closing a stake of 18 shares — an estimated $8K sold.

Core Wealth Advisors (Florida) first reported a position in ELV in Q3 2020 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 1,418 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

Core Wealth Advisors (Florida) reported no remaining Elevance Health position as of Q1 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 18 Elevance Health shares in Q1 2022, an estimated $8K.
Core Wealth Advisors (Florida) first reported a position in Elevance Health in Q3 2020 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s Elevance Health position peaked at $8K in Q4 2021.
1,418 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2022, filed 16 May 2022.