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Anthem shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Anthem (ELV) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Anthem

Tip: Access up to 7 years of quarterly data

All positions including Anthem held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Anthem by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $245k 520 471.56
2023-06-30 $204k 458 444.29
2022-12-31 $220k 429 512.97
2022-06-30 $220k 455 483.52
2022-03-31 $231k 471 490.45
2021-12-31 $210k 453 463.58

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Anthem

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Sanders Capital
Alliancebernstein
Baillie Gifford & Co
Norges Bank Investment Management
Artisan Partners Limited Partnership
Goldman Sachs Group
Jpmorgan Chase & Co
Legal & General Group
Dimensional Fund Advisors
First Eagle Investment Management
Brave Warrior Advisors
Bank of New York Mellon

View all funds holding Anthem