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Triad Financial Advisors’s Elevance Health ELV Stock Holding History

Triad Financial 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
-439
Closed -$202K – 96
2023
Q1 		$202K Sell
439
-3
-0.7% -$1.43K 0.09% 98
2022
Q4 		$227K Buy
+442
New +$224K 0.1% 100
2022
Q3 		– Sell
-430
Closed -$208K – 103
2022
Q2 		$208K Buy
430
+8
+2% +$3.96K 0.12% 101
2022
Q1 		$207K Buy
+422
New +$193K 0.11% 105

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
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

Triad Financial Advisors's ELV Position: Q2 2023 in Review

Triad Financial Advisors sold out of Elevance Health (ELV) in Q2 2023, closing a stake of 439 shares — an estimated $202K sold.

Triad Financial Advisors first reported a position in ELV in Q1 2022 and held it in 4 quarters. The position peaked at $227K in Q4 2022. 1,523 funds tracked by Wall St. Rank hold ELV as of Q2 2023.

  • Triad Financial Advisors reported no remaining Elevance Health position as of Q2 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 439 Elevance Health shares in Q2 2023, an estimated $202K.
  • Triad Financial Advisors first reported a position in Elevance Health in Q1 2022 and held it in 4 quarters.
  • Triad Financial Advisors's Elevance Health position peaked at $227K in Q4 2022.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q2 2023.

Based on Triad Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.