Wealthstreet Investment Advisors’s Elevance Health ELV Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-3,827	Closed	-$1.37M	–	160
2021 Q1	$1.37M	Hold	3,827	–	–	0.13%	143
2020 Q4	$1.23M	Sell	3,827 -30	-0.8%	-$9.21K	0.12%	147
2020 Q3	$1.04M	Sell	3,857 -10	-0.3%	-$2.69K	0.12%	148
2020 Q2	$1.02M	Hold	3,867	–	–	0.12%	144
2020 Q1	$878K	Buy	3,867 +92	+2%	+$25.1K	0.13%	140
2019 Q4	$1.14M	Sell	3,775 -50	-1%	-$13.8K	0.13%	141
2019 Q3	$1.04M	Hold	3,825	–	–	0.13%	135
2019 Q2	$1.08M	Hold	3,825	–	–	0.14%	139
2019 Q1	$1.1M	Sell	3,825 -10	-0.3%	-$2.89K	0.14%	136
2018 Q4	$1.03M	Sell	3,835 -710	-16%	-$195K	0.15%	135
2018 Q3	$1.25M	Sell	4,545 -20	-0.4%	-$5.19K	0.15%	137
2018 Q2	$1.09M	Sell	4,565 -25	-0.5%	-$5.79K	0.14%	143
2018 Q1	$1.01M	Hold	4,590	–	–	0.13%	151
2017 Q4	$1.03M	Buy	+4,590	New	+$978K	0.13%	153

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 $3.37T AUM 44.26% 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

Wealthstreet Investment Advisors's ELV Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Elevance Health (ELV) in Q2 2021, closing a stake of 3,827 shares — an estimated $1.37M sold.

Wealthstreet Investment Advisors first reported a position in ELV in Q4 2017 and held it in 14 quarters. The position peaked at $1.37M in Q1 2021. 1,237 funds tracked by Wall St. Rank hold ELV as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Elevance Health position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 3,827 Elevance Health shares in Q2 2021, an estimated $1.37M.
Wealthstreet Investment Advisors first reported a position in Elevance Health in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Elevance Health position peaked at $1.37M in Q1 2021.
1,237 funds tracked by Wall St. Rank held Elevance Health as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.