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Dixon Hughes Goodman Wealth Advisors’s Elevance Health ELV Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$1.72M Buy
3,500
+1
+0% +$457 0.49% 28
2021
Q4 		$1.62M Buy
+3,499
New +$1.47M 0.53% 24

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Dixon Hughes Goodman Wealth Advisors's ELV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Elevance Health (ELV) stake by 0.03% in Q1 2022, buying an estimated $457 and bringing the position to 3,500 shares worth $1.72M. The position accounts for 0.49% of the portfolio, ranked #28.

Dixon Hughes Goodman Wealth Advisors first reported a position in ELV in Q4 2021 and has held it in 2 quarters since. 1,418 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 3,500 shares of Elevance Health worth $1.72M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1 Elevance Health share in Q1 2022, an estimated $457.
  • Elevance Health made up 0.49% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #28 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 2 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.