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Northwest Financial Advisors’s Elevance Health ELV Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-245
Closed -$127K – 226
2024
Q3 		$127K Buy
+245
New +$131K 0.1% 135
2024
Q1 		– Sell
-243
Closed -$115K – 205
2023
Q4 		$115K Buy
+243
New +$112K 0.1% 128

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest Financial Advisors's ELV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 245 shares — an estimated $127K sold.

Northwest Financial Advisors first reported a position in ELV in Q4 2023 and held it in 2 quarters. The position peaked at $127K in Q3 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 245 Elevance Health shares in Q4 2024, an estimated $127K.
  • Northwest Financial Advisors first reported a position in Elevance Health in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Elevance Health position peaked at $127K in Q3 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.