Parisi Gray Wealth Management’s Elevance Health ELV Stock Holding History

Parisi Gray Wealth Management’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
2021 Q3	–	Sell	-271	Closed	-$103K	–	259
2021 Q2	$103K	Buy	+271	New	+$104K	0.04%	198
2019 Q2	–	Sell	-269	Closed	-$77K	–	212
2019 Q1	$77K	Hold	269	–	–	0.05%	159
2018 Q4	$70K	Hold	269	–	–	0.05%	156
2018 Q3	$73K	Hold	269	–	–	0.05%	172
2018 Q2	$65K	Hold	269	–	–	0.04%	193
2018 Q1	$61K	Hold	269	–	–	0.05%	190
2017 Q4	$61K	Buy	+269	New	+$57.3K	0.05%	191

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Parisi Gray Wealth Management's ELV Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Elevance Health (ELV) in Q3 2021, closing a stake of 271 shares — an estimated $103K sold.

Parisi Gray Wealth Management first reported a position in ELV in Q4 2017 and held it in 7 quarters. The position peaked at $103K in Q2 2021. 1,214 funds tracked by Wall St. Rank hold ELV as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Elevance Health position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 271 Elevance Health shares in Q3 2021, an estimated $103K.
Parisi Gray Wealth Management first reported a position in Elevance Health in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Elevance Health position peaked at $103K in Q2 2021.
1,214 funds tracked by Wall St. Rank held Elevance Health as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.