TWM
ELV icon

TriaGen Wealth Management’s Elevance Health ELV Stock Holding History

TriaGen Wealth Management’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
Q4 		– Sell
-2,465
Closed -$1.28M – 173
2024
Q3 		$1.28M Buy
+2,465
New +$1.32M 0.43% 62
2023
Q1 		– Sell
-1,036
Closed -$531K – 168
2022
Q4 		$531K Buy
1,036
+59
+6% +$30K 0.3% 89
2022
Q3 		$444K Buy
+977
New +$467K 0.25% 95

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TriaGen Wealth Management's ELV Position: Q4 2024 in Review

TriaGen Wealth Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 2,465 shares — an estimated $1.28M sold.

TriaGen Wealth Management first reported a position in ELV in Q3 2022 and held it in 3 quarters. The position peaked at $1.28M in Q3 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • TriaGen Wealth Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • TriaGen Wealth Management sold 2,465 Elevance Health shares in Q4 2024, an estimated $1.28M.
  • TriaGen Wealth Management first reported a position in Elevance Health in Q3 2022 and held it in 3 quarters.
  • TriaGen Wealth Management's Elevance Health position peaked at $1.28M in Q3 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on TriaGen Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.