TCWP’s Elevance Health ELV Stock Holding History

TCWP’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 Q2	–	Sell	-253	Closed	-$124K	–	705
2022 Q1	$124K	Buy	+253	New	+$116K	0.02%	316

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

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

TCWP's ELV Position: Q2 2022 in Review

TCWP sold out of Elevance Health (ELV) in Q2 2022, closing a stake of 253 shares — an estimated $124K sold.

TCWP first reported a position in ELV in Q1 2022 and held it in 1 quarter. The position peaked at $124K in Q1 2022. 1,439 funds tracked by Wall St. Rank hold ELV as of Q2 2022.

TCWP reported no remaining Elevance Health position as of Q2 2022 after selling out during the quarter.
TCWP sold 253 Elevance Health shares in Q2 2022, an estimated $124K.
TCWP first reported a position in Elevance Health in Q1 2022 and held it in 1 quarter.
TCWP's Elevance Health position peaked at $124K in Q1 2022.
1,439 funds tracked by Wall St. Rank held Elevance Health as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.