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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Elevance Health ELV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-19
Closed -$8.27K – 322
2023
Q3 		$8.27K Buy
+19
New +$8.62K 0.01% 208

Other funds holding ELV

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ELV Position: Q4 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Elevance Health (ELV) in Q4 2023, closing a stake of 19 shares — an estimated $8.27K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ELV in Q3 2023 and held it in 1 quarter. The position peaked at $8.27K in Q3 2023. 1,656 funds tracked by Wall St. Rank hold ELV as of Q4 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Elevance Health position as of Q4 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 19 Elevance Health shares in Q4 2023, an estimated $8.27K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Elevance Health in Q3 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Elevance Health position peaked at $8.27K in Q3 2023.
  • 1,656 funds tracked by Wall St. Rank held Elevance Health as of Q4 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2023, filed 7 Aug 2026.