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WealthShield Partners’s Elevance Health ELV Stock Holding History

WealthShield 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
2022
Q2 		– Sell
-1,209
Closed -$594K – 303
2022
Q1 		$594K Buy
+1,209
New +$553K 0.1% 212
2021
Q3 		– Sell
-44
Closed -$17K – 368
2021
Q2 		$17K Hold
44
– – ﹤0.01% 676
2021
Q1 		$16K Buy
+44
New +$14.2K ﹤0.01% 703

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

WealthShield Partners's ELV Position: Q2 2022 in Review

WealthShield Partners sold out of Elevance Health (ELV) in Q2 2022, closing a stake of 1,209 shares — an estimated $594K sold.

WealthShield Partners first reported a position in ELV in Q1 2021 and held it in 3 quarters. The position peaked at $594K in Q1 2022. 1,439 funds tracked by Wall St. Rank hold ELV as of Q2 2022.

  • WealthShield Partners reported no remaining Elevance Health position as of Q2 2022 after selling out during the quarter.
  • WealthShield Partners sold 1,209 Elevance Health shares in Q2 2022, an estimated $594K.
  • WealthShield Partners first reported a position in Elevance Health in Q1 2021 and held it in 3 quarters.
  • WealthShield Partners's Elevance Health position peaked at $594K in Q1 2022.
  • 1,439 funds tracked by Wall St. Rank held Elevance Health as of Q2 2022.

Based on WealthShield Partners's 13F filing for Q2 2022, filed 11 Aug 2022.