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Paces Ferry Wealth Advisors’s Elevance Health ELV Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-124
Closed -$33K – 424
2020
Q3 		$33K Buy
+124
New +$33.4K 0.03% 264

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T. Rowe Price Associates
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State Street
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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Paces Ferry Wealth Advisors's ELV Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Elevance Health (ELV) in Q4 2020, closing a stake of 124 shares — an estimated $33K sold.

Paces Ferry Wealth Advisors first reported a position in ELV in Q3 2020 and held it in 1 quarter. The position peaked at $33K in Q3 2020. 1,170 funds tracked by Wall St. Rank hold ELV as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Elevance Health position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 124 Elevance Health shares in Q4 2020, an estimated $33K.
  • Paces Ferry Wealth Advisors first reported a position in Elevance Health in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Elevance Health position peaked at $33K in Q3 2020.
  • 1,170 funds tracked by Wall St. Rank held Elevance Health as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.