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Global Wealth Management Investment Advisory’s Elevance Health ELV Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q1 		– Sell
-25
Closed -$8K – 606
2019
Q4 		$8K Sell
25
-9
-26% -$2.48K ﹤0.01% 375
2019
Q3 		$8K Hold
34
– – ﹤0.01% 347
2019
Q2 		$10K Hold
34
– – ﹤0.01% 364
2019
Q1 		$10K Hold
34
– – 0.01% 384
2018
Q4 		$9K Buy
+34
New +$9.35K 0.01% 401

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's ELV Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of Elevance Health (ELV) in Q1 2020, closing a stake of 25 shares — an estimated $8K sold.

Global Wealth Management Investment Advisory first reported a position in ELV in Q4 2018 and held it in 5 quarters. The position peaked at $10K in Q2 2019. 1,052 funds tracked by Wall St. Rank hold ELV as of Q1 2020.

  • Global Wealth Management Investment Advisory reported no remaining Elevance Health position as of Q1 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 25 Elevance Health shares in Q1 2020, an estimated $8K.
  • Global Wealth Management Investment Advisory first reported a position in Elevance Health in Q4 2018 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Elevance Health position peaked at $10K in Q2 2019.
  • 1,052 funds tracked by Wall St. Rank held Elevance Health as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.