Guidant Wealth Advisors’s Elevance Health ELV Stock Holding History

Guidant 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
2018 Q3	–	Sell	-6	Closed	-$1K	–	231
2018 Q2	$1K	Buy	6 +2	+50%	+$463	﹤0.01%	201
2018 Q1	$0	Buy	+4	New	+$940	﹤0.01%	226

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guidant Wealth Advisors's ELV Position: Q3 2018 in Review

Guidant Wealth Advisors sold out of Elevance Health (ELV) in Q3 2018, closing a stake of 6 shares — an estimated $1K sold.

Guidant Wealth Advisors first reported a position in ELV in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 945 funds tracked by Wall St. Rank hold ELV as of Q3 2018.

Guidant Wealth Advisors reported no remaining Elevance Health position as of Q3 2018 after selling out during the quarter.
Guidant Wealth Advisors sold 6 Elevance Health shares in Q3 2018, an estimated $1K.
Guidant Wealth Advisors first reported a position in Elevance Health in Q1 2018 and held it in 2 quarters.
Guidant Wealth Advisors's Elevance Health position peaked at $1K in Q2 2018.
945 funds tracked by Wall St. Rank held Elevance Health as of Q3 2018.

Based on Guidant Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.