FWM
ELV icon

Fingerlakes Wealth Management’s Elevance Health ELV Stock Holding History

Fingerlakes Wealth 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
2024
Q3 		– Sell
-375
Closed -$203K – 90
2024
Q2 		$203K Buy
+375
New +$198K 0.18% 88
2022
Q2 		– Sell
-420
Closed -$206K – 94
2022
Q1 		$206K Buy
+420
New +$192K 0.24% 93

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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 $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fingerlakes Wealth Management's ELV Position: Q3 2024 in Review

Fingerlakes Wealth Management sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 375 shares — an estimated $203K sold.

Fingerlakes Wealth Management first reported a position in ELV in Q1 2022 and held it in 2 quarters. The position peaked at $206K in Q1 2022. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Fingerlakes Wealth Management reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • Fingerlakes Wealth Management sold 375 Elevance Health shares in Q3 2024, an estimated $203K.
  • Fingerlakes Wealth Management first reported a position in Elevance Health in Q1 2022 and held it in 2 quarters.
  • Fingerlakes Wealth Management's Elevance Health position peaked at $206K in Q1 2022.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Fingerlakes Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.