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Tyler-Stone Wealth Management’s Elevance Health ELV Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-88
Closed -$47.7K – 479
2024
Q2 		$47.7K Hold
88
– – 0.02% 370
2024
Q1 		$45.6K Hold
88
– – 0.02% 376
2023
Q4 		$41.5K Hold
88
– – 0.02% 384
2023
Q3 		$38K Hold
88
– – 0.02% 379
2023
Q2 		$39K Buy
+88
New +$40.6K 0.02% 375
2022
Q4 		$45K Hold
88
– – 0.03% 337
2022
Q3 		$40K Hold
88
– – 0.03% 332
2022
Q2 		$42K Hold
88
– – 0.03% 342
2022
Q1 		$43K Hold
88
– – 0.02% 354
2021
Q4 		$41K Buy
+88
New +$37K 0.02% 384

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

Tyler-Stone Wealth Management's ELV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 88 shares — an estimated $47.7K sold.

Tyler-Stone Wealth Management first reported a position in ELV in Q4 2021 and held it in 10 quarters. The position peaked at $47.7K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 88 Elevance Health shares in Q3 2024, an estimated $47.7K.
  • Tyler-Stone Wealth Management first reported a position in Elevance Health in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Elevance Health position peaked at $47.7K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.