Financial Synergies Wealth Advisors’s Elevance Health ELV Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-4	Closed	-$2.08K	–	178
2024 Q1	$2.08K	Buy	4 +1	+33%	+$497	﹤0.01%	326
2023 Q4	$1.54K	Sell	3 -1	-25%	-$462	﹤0.01%	271
2023 Q3	$1.74K	Buy	4 +1	+33%	+$454	﹤0.01%	317
2023 Q2	$1.33K	Hold	3	–	–	﹤0.01%	334
2023 Q1	$1.38K	Hold	3	–	–	﹤0.01%	346
2022 Q4	$1.54K	Sell	3 -155	-98%	-$78.7K	﹤0.01%	271
2022 Q3	$71.8K	Hold	158	–	–	0.01%	88
2022 Q2	$76.2K	Buy	+158	New	+$78.2K	0.01%	95

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Financial Synergies Wealth Advisors's ELV Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 4 shares — an estimated $2.08K sold.

Financial Synergies Wealth Advisors first reported a position in ELV in Q2 2022 and held it in 8 quarters. The position peaked at $76.2K in Q2 2022. 1,705 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 4 Elevance Health shares in Q2 2024, an estimated $2.08K.
Financial Synergies Wealth Advisors first reported a position in Elevance Health in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Elevance Health position peaked at $76.2K in Q2 2022.
1,705 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.