FWM
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FMA Wealth Management’s Elevance Health ELV Stock Holding History

FMA 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
Q4 		– Sell
-475
Closed -$247K – 41
2024
Q3 		$247K Sell
475
-25
-5% -$13.4K 0.18% 39
2024
Q2 		$271K Hold
500
– – 0.22% 39
2024
Q1 		$259K Hold
500
– – 0.21% 37
2023
Q4 		$236K Buy
+500
New +$231K 0.21% 38

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FMA Wealth Management's ELV Position: Q4 2024 in Review

FMA Wealth Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 475 shares — an estimated $247K sold.

FMA Wealth Management first reported a position in ELV in Q4 2023 and held it in 4 quarters. The position peaked at $271K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • FMA Wealth Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • FMA Wealth Management sold 475 Elevance Health shares in Q4 2024, an estimated $247K.
  • FMA Wealth Management first reported a position in Elevance Health in Q4 2023 and held it in 4 quarters.
  • FMA Wealth Management's Elevance Health position peaked at $271K in Q2 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on FMA Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.