Selective Wealth Management’s Elevance Health ELV Stock Holding History

Selective 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
2022 Q1	–	Sell	-198	Closed	-$92K	–	746
2021 Q4	$92K	Hold	198	–	–	0.04%	203
2021 Q3	$74K	Hold	198	–	–	0.04%	214
2021 Q2	$76K	Hold	198	–	–	0.06%	138
2021 Q1	$71K	Buy	+198	New	+$63.7K	0.06%	104

Other funds holding ELV

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Selective Wealth Management's ELV Position: Q1 2022 in Review

Selective Wealth Management sold out of Elevance Health (ELV) in Q1 2022, closing a stake of 198 shares — an estimated $92K sold.

Selective Wealth Management first reported a position in ELV in Q1 2021 and held it in 4 quarters. The position peaked at $92K in Q4 2021. 1,418 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

Selective Wealth Management reported no remaining Elevance Health position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 198 Elevance Health shares in Q1 2022, an estimated $92K.
Selective Wealth Management first reported a position in Elevance Health in Q1 2021 and held it in 4 quarters.
Selective Wealth Management's Elevance Health position peaked at $92K in Q4 2021.
1,418 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.