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Meridian Wealth Advisors’s Elevance Health ELV Stock Holding History

Meridian 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
2019
Q1 		– Sell
-60
Closed -$16K – 208
2018
Q4 		$16K Buy
+60
New +$16.5K 0.01% 371

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Meridian Wealth Advisors's ELV Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Elevance Health (ELV) in Q1 2019, closing a stake of 60 shares — an estimated $16K sold.

Meridian Wealth Advisors first reported a position in ELV in Q4 2018 and held it in 1 quarter. The position peaked at $16K in Q4 2018. 1,074 funds tracked by Wall St. Rank hold ELV as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Elevance Health position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 60 Elevance Health shares in Q1 2019, an estimated $16K.
  • Meridian Wealth Advisors first reported a position in Elevance Health in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Elevance Health position peaked at $16K in Q4 2018.
  • 1,074 funds tracked by Wall St. Rank held Elevance Health as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.