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Ropes Wealth Advisors’s Elevance Health ELV Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-5
Closed -$2K – 406
2020
Q4 		$2K Buy
+5
New +$1.53K ﹤0.01% 638
2016
Q3 		– Sell
-24
Closed -$3K – 467
2016
Q2 		$3K Buy
24
+15
+167% +$2.05K ﹤0.01% 436
2016
Q1 		$1K Buy
+9
New +$1.2K ﹤0.01% 411

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ropes Wealth Advisors's ELV Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Elevance Health (ELV) in Q1 2021, closing a stake of 5 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in ELV in Q1 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 1,215 funds tracked by Wall St. Rank hold ELV as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Elevance Health position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 5 Elevance Health shares in Q1 2021, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Elevance Health in Q1 2016 and held it in 3 quarters.
  • Ropes Wealth Advisors's Elevance Health position peaked at $3K in Q2 2016.
  • 1,215 funds tracked by Wall St. Rank held Elevance Health as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.