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BDO Wealth Advisors’s Cardinal Health CAH Stock Holding History

BDO Wealth Advisors’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
Q2 		$23.6K Buy
250
+150
+150% +$12.7K ﹤0.01% 553
2023
Q1 		$7.55K Hold
100
– – ﹤0.01% 753
2022
Q4 		$7.69K Hold
100
– – ﹤0.01% 723
2022
Q3 		$7K Hold
100
– – ﹤0.01% 769
2022
Q2 		$5K Sell
100
-80
-44% -$4.55K ﹤0.01% 778
2022
Q1 		$10K Hold
180
– – ﹤0.01% 727
2021
Q4 		$9K Sell
180
-50
-22% -$2.45K ﹤0.01% 736
2021
Q3 		$11K Sell
230
-412
-64% -$22.4K ﹤0.01% 704
2021
Q2 		$37K Hold
642
– – ﹤0.01% 510
2021
Q1 		$39K Buy
642
+492
+328% +$27.2K ﹤0.01% 487
2020
Q4 		$8K Buy
150
+50
+50% +$2.59K ﹤0.01% 569
2020
Q3 		$5K Hold
100
– – ﹤0.01% 550
2020
Q2 		$5K Sell
100
-150
-60% -$7.73K ﹤0.01% 557
2020
Q1 		$12K Hold
250
– – ﹤0.01% 519
2019
Q4 		$13K Hold
250
– – ﹤0.01% 417
2019
Q3 		$12K Hold
250
– – ﹤0.01% 440
2019
Q2 		$12K Hold
250
– – ﹤0.01% 427
2019
Q1 		$12K Hold
250
– – ﹤0.01% 415
2018
Q4 		$11K Hold
250
– – ﹤0.01% 401
2018
Q3 		$14K Hold
250
– – ﹤0.01% 425
2018
Q2 		$12K Hold
250
– – ﹤0.01% 439
2018
Q1 		$16K Sell
250
-8
-3% -$549 0.01% 348
2017
Q4 		$16K Buy
258
+8
+3% +$495 0.01% 291
2017
Q3 		$17K Sell
250
-150
-38% -$10.6K 0.01% 269
2017
Q2 		$31K Buy
+400
New +$30.2K 0.01% 265

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BDO Wealth Advisors's CAH Position: Q2 2023 in Review

BDO Wealth Advisors increased its Cardinal Health (CAH) stake by 150% in Q2 2023, buying an estimated $12.7K and bringing the position to 250 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

BDO Wealth Advisors first reported a position in CAH in Q2 2017 and has held it in 25 quarters since. The position peaked at $39K in Q1 2021. 949 funds tracked by Wall St. Rank hold CAH as of Q2 2023.

  • BDO Wealth Advisors held 250 shares of Cardinal Health worth $23.6K as of Q2 2023.
  • BDO Wealth Advisors bought 150 Cardinal Health shares in Q2 2023, an estimated $12.7K.
  • Cardinal Health made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #553 holding.
  • BDO Wealth Advisors first reported a position in Cardinal Health in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Cardinal Health position peaked at $39K in Q1 2021.
  • 949 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.