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Providence Capital Advisors’s Elevance Health ELV Stock Holding History

Providence Capital 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
Q1 		– Sell
-5
Closed -$2K – 254
2019
Q4 		$2K Buy
+5
New +$1.38K ﹤0.01% 237

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Providence Capital Advisors's ELV Position: Q1 2020 in Review

Providence Capital Advisors sold out of Elevance Health (ELV) in Q1 2020, closing a stake of 5 shares — an estimated $2K sold.

Providence Capital Advisors first reported a position in ELV in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 1,051 funds tracked by Wall St. Rank hold ELV as of Q1 2020.

  • Providence Capital Advisors reported no remaining Elevance Health position as of Q1 2020 after selling out during the quarter.
  • Providence Capital Advisors sold 5 Elevance Health shares in Q1 2020, an estimated $2K.
  • Providence Capital Advisors first reported a position in Elevance Health in Q4 2019 and held it in 1 quarter.
  • Providence Capital Advisors's Elevance Health position peaked at $2K in Q4 2019.
  • 1,051 funds tracked by Wall St. Rank held Elevance Health as of Q1 2020.

Based on Providence Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.