FAIM
ELV icon

Financial Advocates Investment Management’s Elevance Health ELV Stock Holding History

Financial Advocates Investment Management’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
2023
Q1 		– Sell
-591
Closed -$303K – 762
2022
Q4 		$303K Sell
591
-3,357
-85% -$1.7M 0.02% 564
2022
Q3 		$477K Buy
3,948
+3,345
+555% +$1.6M 0.04% 430
2022
Q2 		$291K Buy
+603
New +$298K 0.02% 517

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's ELV Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 591 shares — an estimated $303K sold.

Financial Advocates Investment Management first reported a position in ELV in Q2 2022 and held it in 3 quarters. The position peaked at $477K in Q3 2022. 1,517 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 591 Elevance Health shares in Q1 2023, an estimated $303K.
  • Financial Advocates Investment Management first reported a position in Elevance Health in Q2 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's Elevance Health position peaked at $477K in Q3 2022.
  • 1,517 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.