Reston Wealth Management’s Elevance Health ELV Stock Holding History

Reston 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
2024 Q4	–	Sell	-397	Closed	-$206K	–	168
2024 Q3	$206K	Sell	397 -4	-1%	-$2.14K	0.07%	48
2024 Q2	$217K	Sell	401 -220	-35%	-$116K	0.09%	48
2024 Q1	$322K	Buy	621 +1	+0.2%	+$497	0.13%	40
2023 Q4	$292K	Buy	620 +1	+0.2%	+$462	0.13%	40
2023 Q3	$269K	Sell	619 -65	-10%	-$29.5K	0.14%	40
2023 Q2	$304K	Buy	684 +3	+0.4%	+$1.38K	0.14%	36
2023 Q1	$313K	Hold	681	–	–	0.16%	35
2022 Q4	$349K	Buy	681 +2	+0.3%	+$1.01K	0.19%	35
2022 Q3	$308K	Sell	679 -21	-3%	-$10K	0.18%	40
2022 Q2	$338K	Hold	700	–	–	0.19%	41
2022 Q1	$344K	Hold	700	–	–	0.18%	39
2021 Q4	$324K	Hold	700	–	–	0.16%	40
2021 Q3	$261K	Buy	700 +10	+1%	+$3.8K	0.14%	43
2021 Q2	$263K	Hold	690	–	–	0.13%	43
2021 Q1	$248K	Buy	690 +12	+2%	+$3.86K	0.13%	43
2020 Q4	$218K	Buy	+678	New	+$208K	0.12%	44

Other funds holding ELV

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

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

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

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

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

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Reston Wealth Management's ELV Position: Q4 2024 in Review

Reston Wealth Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 397 shares — an estimated $206K sold.

Reston Wealth Management first reported a position in ELV in Q4 2020 and held it in 16 quarters. The position peaked at $349K in Q4 2022. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Reston Wealth Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 397 Elevance Health shares in Q4 2024, an estimated $206K.
Reston Wealth Management first reported a position in Elevance Health in Q4 2020 and held it in 16 quarters.
Reston Wealth Management's Elevance Health position peaked at $349K in Q4 2022.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.