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Independent Wealth Network’s Elevance Health ELV Stock Holding History

Independent Wealth Network’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
Q3 		– Sell
-372
Closed -$202K – 226
2024
Q2 		$202K Buy
+372
New +$197K 0.09% 205

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Wealth Network's ELV Position: Q3 2024 in Review

Independent Wealth Network sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 372 shares — an estimated $202K sold.

Independent Wealth Network first reported a position in ELV in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Independent Wealth Network reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • Independent Wealth Network sold 372 Elevance Health shares in Q3 2024, an estimated $202K.
  • Independent Wealth Network first reported a position in Elevance Health in Q2 2024 and held it in 1 quarter.
  • Independent Wealth Network's Elevance Health position peaked at $202K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Independent Wealth Network's 13F filing for Q3 2024, filed 15 Oct 2024.