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ICA Group Wealth Management’s Elevance Health ELV Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		– Sell
-159
Closed -$82.4K – 919
2024
Q1 		$82.4K Hold
159
– – 0.02% 449
2023
Q4 		$75K Buy
+159
New +$73.5K 0.02% 428
2023
Q3 		– Sell
-148
Closed -$65.8K – 485
2023
Q2 		$65.8K Buy
148
+142
+2,367% +$65.5K 0.02% 429
2023
Q1 		$2.76K Hold
6
– – ﹤0.01% 1039
2022
Q4 		$3.08K Buy
+6
New +$3.05K ﹤0.01% 1053

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ICA Group Wealth Management's ELV Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 159 shares — an estimated $82.4K sold.

ICA Group Wealth Management first reported a position in ELV in Q4 2022 and held it in 5 quarters. The position peaked at $82.4K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 159 Elevance Health shares in Q2 2024, an estimated $82.4K.
  • ICA Group Wealth Management first reported a position in Elevance Health in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Elevance Health position peaked at $82.4K in Q1 2024.
  • 1,705 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.