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WealthBridge Capital Management’s Elevance Health ELV Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-317
Closed -$84K – 318
2019
Q1 		$84K Buy
317
+50
+19% +$14.5K 0.05% 209
2018
Q4 		$70K Buy
+267
New +$73.4K 0.05% 205

Other funds holding ELV

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WealthBridge Capital Management's ELV Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Elevance Health (ELV) in Q2 2019, closing a stake of 317 shares — an estimated $84K sold.

WealthBridge Capital Management first reported a position in ELV in Q4 2018 and held it in 2 quarters. The position peaked at $84K in Q1 2019. 1,030 funds tracked by Wall St. Rank hold ELV as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Elevance Health position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 317 Elevance Health shares in Q2 2019, an estimated $84K.
  • WealthBridge Capital Management first reported a position in Elevance Health in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Elevance Health position peaked at $84K in Q1 2019.
  • 1,030 funds tracked by Wall St. Rank held Elevance Health as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.