FAG
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Fortitude Advisory Group’s Elevance Health ELV Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-40
Closed -$20K – 513
2022
Q1 		$20K Buy
+40
New +$18.3K 0.01% 828

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fortitude Advisory Group's ELV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Elevance Health (ELV) in Q2 2022, closing a stake of 40 shares — an estimated $20K sold.

Fortitude Advisory Group first reported a position in ELV in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 1,440 funds tracked by Wall St. Rank hold ELV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Elevance Health position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 40 Elevance Health shares in Q2 2022, an estimated $20K.
  • Fortitude Advisory Group first reported a position in Elevance Health in Q1 2022 and held it in 1 quarter.
  • Fortitude Advisory Group's Elevance Health position peaked at $20K in Q1 2022.
  • 1,440 funds tracked by Wall St. Rank held Elevance Health as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.