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EnRich Financial Partners’s Elevance Health ELV Stock Holding History

EnRich Financial 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
2024
Q3 		– Sell
-9
Closed -$4.88K – 232
2024
Q2 		$4.88K Buy
+9
New +$4.76K ﹤0.01% 205

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EnRich Financial Partners's ELV Position: Q3 2024 in Review

EnRich Financial Partners sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 9 shares — an estimated $4.88K sold.

EnRich Financial Partners first reported a position in ELV in Q2 2024 and held it in 1 quarter. The position peaked at $4.88K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • EnRich Financial Partners reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 9 Elevance Health shares in Q3 2024, an estimated $4.88K.
  • EnRich Financial Partners first reported a position in Elevance Health in Q2 2024 and held it in 1 quarter.
  • EnRich Financial Partners's Elevance Health position peaked at $4.88K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on EnRich Financial Partners's 13F filing for Q3 2024, filed 7 Nov 2024.