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TFO Wealth Partners’s Elevance Health ELV Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-486
Closed -$264K – 42
2024
Q2 		$264K Buy
+486
New +$257K 0.05% 42
2023
Q1 		– Sell
-12
Closed -$372 – 863
2022
Q4 		$372 Buy
+12
New +$6.09K ﹤0.01% 526
2022
Q3 		– Sell
-20
Closed -$10K – 243
2022
Q2 		$10K Buy
+20
New +$9.89K ﹤0.01% 124
2020
Q2 		– Sell
-532
Closed -$120K – 137
2020
Q1 		$120K Hold
532
– – 0.05% 40
2019
Q4 		$160K Buy
+532
New +$146K 0.15% 36

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFO Wealth Partners's ELV Position: Q3 2024 in Review

TFO Wealth Partners sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 486 shares — an estimated $264K sold.

TFO Wealth Partners first reported a position in ELV in Q4 2019 and held it in 5 quarters. The position peaked at $264K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • TFO Wealth Partners reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 486 Elevance Health shares in Q3 2024, an estimated $264K.
  • TFO Wealth Partners first reported a position in Elevance Health in Q4 2019 and held it in 5 quarters.
  • TFO Wealth Partners's Elevance Health position peaked at $264K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on TFO Wealth Partners's 13F filing for Q3 2024, filed 12 Nov 2024.