GWA
ELV icon

Genesis Wealth Advisors’s Elevance Health ELV Stock Holding History

Genesis 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
2015
Q2 		$12.5K Buy
+76
New +$12.1K 0.01% 328

Other funds holding ELV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Genesis Wealth Advisors's ELV Position: Q2 2015 in Review

Genesis Wealth Advisors opened a new position in Elevance Health (ELV) in Q2 2015: 76 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

780 funds tracked by Wall St. Rank hold ELV as of Q2 2015.

  • Genesis Wealth Advisors held 76 shares of Elevance Health worth $12.5K as of Q2 2015.
  • Elevance Health was a new Genesis Wealth Advisors position in Q2 2015.
  • Elevance Health made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #328 holding.
  • 780 funds tracked by Wall St. Rank held Elevance Health as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.