WP
ELV icon

WealthPLAN Partners’s Elevance Health ELV Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-40
Closed -$17.8K – 533
2023
Q2 		$17.8K Hold
40
– – ﹤0.01% 703
2023
Q1 		$18.4K Buy
+40
New +$19K ﹤0.01% 746

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's ELV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Elevance Health (ELV) in Q3 2023, closing a stake of 40 shares — an estimated $17.8K sold.

WealthPLAN Partners first reported a position in ELV in Q1 2023 and held it in 2 quarters. The position peaked at $18.4K in Q1 2023. 1,525 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

  • WealthPLAN Partners reported no remaining Elevance Health position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 40 Elevance Health shares in Q3 2023, an estimated $17.8K.
  • WealthPLAN Partners first reported a position in Elevance Health in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Elevance Health position peaked at $18.4K in Q1 2023.
  • 1,525 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.