V Wealth Advisors’s Elevance Health ELV Stock Holding History

V Wealth 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
2022 Q3	–	Sell	-448	Closed	-$216K	–	389
2022 Q2	$216K	Buy	448 +15	+3%	+$7.42K	0.04%	375
2022 Q1	$213K	Buy	+433	New	+$198K	0.03%	414
2021 Q4	–	Sell	-460	Closed	-$172K	–	494
2021 Q3	$172K	Buy	+460	New	+$175K	0.03%	460

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

V Wealth Advisors's ELV Position: Q3 2022 in Review

V Wealth Advisors sold out of Elevance Health (ELV) in Q3 2022, closing a stake of 448 shares — an estimated $216K sold.

V Wealth Advisors first reported a position in ELV in Q3 2021 and held it in 3 quarters. The position peaked at $216K in Q2 2022. 1,445 funds tracked by Wall St. Rank hold ELV as of Q3 2022.

V Wealth Advisors reported no remaining Elevance Health position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 448 Elevance Health shares in Q3 2022, an estimated $216K.
V Wealth Advisors first reported a position in Elevance Health in Q3 2021 and held it in 3 quarters.
V Wealth Advisors's Elevance Health position peaked at $216K in Q2 2022.
1,445 funds tracked by Wall St. Rank held Elevance Health as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.