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Pacific Capital Wealth Advisors’s Elevance Health ELV Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-9
Closed -$4.67K – 591
2024
Q1 		$4.67K Buy
+9
New +$4.48K ﹤0.01% 325

Other funds holding ELV

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pacific Capital Wealth Advisors's ELV Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 9 shares — an estimated $4.67K sold.

Pacific Capital Wealth Advisors first reported a position in ELV in Q1 2024 and held it in 1 quarter. The position peaked at $4.67K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 9 Elevance Health shares in Q2 2024, an estimated $4.67K.
  • Pacific Capital Wealth Advisors first reported a position in Elevance Health in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Elevance Health position peaked at $4.67K in Q1 2024.
  • 1,705 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.