Wealthcare Capital Management’s Elevance Health ELV Stock Holding History

Wealthcare 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
2021 Q2	–	Sell	-127	Closed	-$46K	–	249
2021 Q1	$46K	Buy	+127	New	+$40.8K	﹤0.01%	142
2020 Q2	–	Sell	-100	Closed	-$23K	–	106
2020 Q1	$23K	Sell	100 -21	-17%	-$5.72K	﹤0.01%	126
2019 Q4	$37K	Buy	121 +21	+21%	+$5.78K	﹤0.01%	124
2019 Q3	$24K	Hold	100	–	–	﹤0.01%	125
2019 Q2	$28K	Hold	100	–	–	﹤0.01%	110
2019 Q1	$29K	Hold	100	–	–	﹤0.01%	117
2018 Q4	$26K	Hold	100	–	–	﹤0.01%	115
2018 Q3	$27K	Hold	100	–	–	﹤0.01%	115
2018 Q2	$24K	Hold	100	–	–	﹤0.01%	113
2018 Q1	$22K	Buy	100 +55	+122%	+$12.9K	﹤0.01%	114
2017 Q4	$10K	Hold	45	–	–	﹤0.01%	139
2017 Q3	$9K	Hold	45	–	–	﹤0.01%	134
2017 Q2	$8K	Hold	45	–	–	﹤0.01%	128
2017 Q1	$7K	Sell	45 -15	-25%	-$2.39K	﹤0.01%	135
2016 Q4	$9K	Hold	60	–	–	﹤0.01%	127
2016 Q3	$8K	Hold	60	–	–	﹤0.01%	132
2016 Q2	$8K	Hold	60	–	–	﹤0.01%	129
2016 Q1	$8K	Hold	60	–	–	﹤0.01%	138
2015 Q4	$8K	Sell	60 -15	-20%	-$2.07K	﹤0.01%	152
2015 Q3	$10K	Hold	75	–	–	﹤0.01%	153
2015 Q2	$12K	Sell	75 -74	-50%	-$11.8K	﹤0.01%	188
2015 Q1	$23K	Buy	+149	New	+$21.2K	﹤0.01%	377

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Capital Management's ELV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Elevance Health (ELV) in Q2 2021, closing a stake of 127 shares — an estimated $46K sold.

Wealthcare Capital Management first reported a position in ELV in Q1 2015 and held it in 22 quarters. The position peaked at $46K in Q1 2021. 1,239 funds tracked by Wall St. Rank hold ELV as of Q2 2021.

Wealthcare Capital Management reported no remaining Elevance Health position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 127 Elevance Health shares in Q2 2021, an estimated $46K.
Wealthcare Capital Management first reported a position in Elevance Health in Q1 2015 and held it in 22 quarters.
Wealthcare Capital Management's Elevance Health position peaked at $46K in Q1 2021.
1,239 funds tracked by Wall St. Rank held Elevance Health as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.