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PCA Investment Advisory Services’s Elevance Health ELV Stock Holding History

PCA Investment Advisory Services’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
2023
Q3 		– Sell
-256
Closed -$114K – 195
2023
Q2 		$114K Buy
+256
New +$118K 0.07% 179

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State Street
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Wellington Management Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCA Investment Advisory Services's ELV Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Elevance Health (ELV) in Q3 2023, closing a stake of 256 shares — an estimated $114K sold.

PCA Investment Advisory Services first reported a position in ELV in Q2 2023 and held it in 1 quarter. The position peaked at $114K in Q2 2023. 1,523 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Elevance Health position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 256 Elevance Health shares in Q3 2023, an estimated $114K.
  • PCA Investment Advisory Services first reported a position in Elevance Health in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Elevance Health position peaked at $114K in Q2 2023.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.