Royal Capital Wealth Management’s Elevance Health ELV Stock Holding History

Royal Capital 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	-419	Closed	-$218K	–	89
2024 Q3	$218K	Hold	419	–	–	0.15%	81
2024 Q2	$227K	Buy	419 +1	+0.2%	+$529	0.17%	78
2024 Q1	$217K	Buy	+418	New	+$208K	0.17%	89
2023 Q1	–	Sell	-417	Closed	-$214K	–	99
2022 Q4	$214K	Buy	+417	New	+$212K	0.23%	89
2022 Q3	–	Sell	-416	Closed	-$201K	–	93
2022 Q2	$201K	Hold	416	–	–	0.22%	90
2022 Q1	$204K	Buy	+416	New	+$190K	0.2%	96

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

Royal Capital Wealth Management's ELV Position: Q4 2024 in Review

Royal Capital Wealth Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 419 shares — an estimated $218K sold.

Royal Capital Wealth Management first reported a position in ELV in Q1 2022 and held it in 6 quarters. The position peaked at $227K in Q2 2024. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Royal Capital Wealth Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Royal Capital Wealth Management sold 419 Elevance Health shares in Q4 2024, an estimated $218K.
Royal Capital Wealth Management first reported a position in Elevance Health in Q1 2022 and held it in 6 quarters.
Royal Capital Wealth Management's Elevance Health position peaked at $227K in Q2 2024.
1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Royal Capital Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.