AWM
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Alterna Wealth Management’s Cardinal Health CAH Stock Holding History

Alterna Wealth Management’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,891
Closed -$273K – 78
2023
Q2 		$273K Buy
2,891
+65
+2% +$5.49K 0.32% 63
2023
Q1 		$213K Buy
+2,826
New +$213K 0.27% 86
2022
Q1 		– Sell
-4,282
Closed -$220K – 123
2021
Q4 		$220K Buy
+4,282
New +$210K 0.18% 84
2020
Q3 		– Sell
-6,171
Closed -$322K – 93
2020
Q2 		$322K Buy
+6,171
New +$318K 0.38% 71

Other funds holding CAH

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alterna Wealth Management's CAH Position: Q3 2023 in Review

Alterna Wealth Management sold out of Cardinal Health (CAH) in Q3 2023, closing a stake of 2,891 shares — an estimated $273K sold.

Alterna Wealth Management first reported a position in CAH in Q2 2020 and held it in 4 quarters. The position peaked at $322K in Q2 2020. 949 funds tracked by Wall St. Rank hold CAH as of Q3 2023.

  • Alterna Wealth Management reported no remaining Cardinal Health position as of Q3 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 2,891 Cardinal Health shares in Q3 2023, an estimated $273K.
  • Alterna Wealth Management first reported a position in Cardinal Health in Q2 2020 and held it in 4 quarters.
  • Alterna Wealth Management's Cardinal Health position peaked at $322K in Q2 2020.
  • 949 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.