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Triad Wealth Partners’s Elevance Health ELV Stock Holding History

Triad 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
-12
Closed -$6.5K – 298
2024
Q2 		$6.5K Buy
+12
New +$6.34K ﹤0.01% 515

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

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

Triad Wealth Partners sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 12 shares — an estimated $6.5K sold.

Triad Wealth Partners first reported a position in ELV in Q2 2024 and held it in 1 quarter. The position peaked at $6.5K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Triad Wealth Partners reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 12 Elevance Health shares in Q3 2024, an estimated $6.5K.
  • Triad Wealth Partners first reported a position in Elevance Health in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Elevance Health position peaked at $6.5K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.