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Retirement Financial Solutions’s Elevance Health ELV Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-4
Closed -$2.05K – 80
2022
Q4 		$2.05K Buy
+4
New +$2.03K ﹤0.01% 214

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Retirement Financial Solutions's ELV Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 4 shares — an estimated $2.05K sold.

Retirement Financial Solutions first reported a position in ELV in Q4 2022 and held it in 1 quarter. The position peaked at $2.05K in Q4 2022. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 4 Elevance Health shares in Q1 2023, an estimated $2.05K.
  • Retirement Financial Solutions first reported a position in Elevance Health in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Elevance Health position peaked at $2.05K in Q4 2022.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.