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Legacy Capital Wealth Partners’s Elevance Health ELV Stock Holding History

Legacy Capital 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
2024
Q2 		– Sell
-1,168
Closed -$526K – 322
2024
Q1 		$526K Buy
+1,168
New +$581K 0.37% 66

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Geode Capital Management
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Fidelity Investments
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Sanders Capital
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Wellington Management Group
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Ameriprise
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Capital Wealth Partners's ELV Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 1,168 shares — an estimated $526K sold.

Legacy Capital Wealth Partners first reported a position in ELV in Q1 2024 and held it in 1 quarter. The position peaked at $526K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,168 Elevance Health shares in Q2 2024, an estimated $526K.
  • Legacy Capital Wealth Partners first reported a position in Elevance Health in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Elevance Health position peaked at $526K in Q1 2024.
  • 1,705 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.