Wipfli Financial Advisors’s Elevance Health ELV Stock Holding History

Wipfli Financial 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
2022 Q3	$1.23M	Buy	+2,713	New	+$1.3M	0.09%	97

Other funds holding ELV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wipfli Financial Advisors's ELV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Elevance Health (ELV) in Q3 2022: 2,713 shares worth $1.23M. The stake represents 0.09% of the portfolio and ranks #97 among its holdings.

1,445 funds tracked by Wall St. Rank hold ELV as of Q3 2022.

Wipfli Financial Advisors held 2,713 shares of Elevance Health worth $1.23M as of Q3 2022.
Elevance Health was a new Wipfli Financial Advisors position in Q3 2022.
Elevance Health made up 0.09% of Wipfli Financial Advisors's portfolio in Q3 2022, its #97 holding.
1,445 funds tracked by Wall St. Rank held Elevance Health as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.