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Heritage Wealth Partners’s Elevance Health ELV Stock Holding History

Heritage Wealth Partners’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
Q1 		– Sell
-402
Closed -$210K – 38
2022
Q4 		$210K Buy
+402
New +$204K 0.19% 45

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heritage Wealth Partners's ELV Position: Q1 2023 in Review

Heritage Wealth Partners sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 402 shares — an estimated $210K sold.

Heritage Wealth Partners first reported a position in ELV in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Heritage Wealth Partners reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Partners sold 402 Elevance Health shares in Q1 2023, an estimated $210K.
  • Heritage Wealth Partners first reported a position in Elevance Health in Q4 2022 and held it in 1 quarter.
  • Heritage Wealth Partners's Elevance Health position peaked at $210K in Q4 2022.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Heritage Wealth Partners's 13F filing for Q1 2023, filed 4 May 2023.