Fairway Wealth’s Elevance Health ELV Stock Holding History

Fairway Wealth’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	-23	Closed	-$12.5K	–	190
2024 Q2	$12.5K	Buy	+23	New	+$12.2K	0.01%	119

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fairway Wealth's ELV Position: Q3 2024 in Review

Fairway Wealth sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 23 shares — an estimated $12.5K sold.

Fairway Wealth first reported a position in ELV in Q2 2024 and held it in 1 quarter. The position peaked at $12.5K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

Fairway Wealth reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
Fairway Wealth sold 23 Elevance Health shares in Q3 2024, an estimated $12.5K.
Fairway Wealth first reported a position in Elevance Health in Q2 2024 and held it in 1 quarter.
Fairway Wealth's Elevance Health position peaked at $12.5K in Q2 2024.
1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Fairway Wealth's 13F filing for Q3 2024, filed 1 Nov 2024.