SWA
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Safir Wealth Advisors’s Elevance Health ELV Stock Holding History

Safir 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
-200
Closed -$64K – 20
2020
Q4 		$64K Buy
+200
New +$61.4K 0.06% 27

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Safir Wealth Advisors sold out of Elevance Health (ELV) in Q1 2021, closing a stake of 200 shares — an estimated $64K sold.

Safir Wealth Advisors first reported a position in ELV in Q4 2020 and held it in 1 quarter. The position peaked at $64K in Q4 2020. 1,211 funds tracked by Wall St. Rank hold ELV as of Q1 2021.

  • Safir Wealth Advisors reported no remaining Elevance Health position as of Q1 2021 after selling out during the quarter.
  • Safir Wealth Advisors sold 200 Elevance Health shares in Q1 2021, an estimated $64K.
  • Safir Wealth Advisors first reported a position in Elevance Health in Q4 2020 and held it in 1 quarter.
  • Safir Wealth Advisors's Elevance Health position peaked at $64K in Q4 2020.
  • 1,211 funds tracked by Wall St. Rank held Elevance Health as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.