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Ten Capital Wealth Advisors’s Elevance Health ELV Stock Holding History

Ten Capital 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
2023
Q2 		– Sell
-111
Closed -$51K – 283
2023
Q1 		$51K Buy
+111
New +$52.8K 0.02% 220

Other funds holding ELV

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ten Capital Wealth Advisors's ELV Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Elevance Health (ELV) in Q2 2023, closing a stake of 111 shares — an estimated $51K sold.

Ten Capital Wealth Advisors first reported a position in ELV in Q1 2023 and held it in 1 quarter. The position peaked at $51K in Q1 2023. 1,523 funds tracked by Wall St. Rank hold ELV as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Elevance Health position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 111 Elevance Health shares in Q2 2023, an estimated $51K.
  • Ten Capital Wealth Advisors first reported a position in Elevance Health in Q1 2023 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Elevance Health position peaked at $51K in Q1 2023.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.