BKM Wealth Management’s Cardinal Health CAH Stock Holding History

BKM 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
2024 Q1	–	Sell	-300	Closed	-$30.2K	–	245
2023 Q4	$30.2K	Buy	+300	New	+$29.8K	0.01%	318

Other funds holding CAH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BKM Wealth Management's CAH Position: Q1 2024 in Review

BKM Wealth Management sold out of Cardinal Health (CAH) in Q1 2024, closing a stake of 300 shares — an estimated $30.2K sold.

BKM Wealth Management first reported a position in CAH in Q4 2023 and held it in 1 quarter. The position peaked at $30.2K in Q4 2023. 1,058 funds tracked by Wall St. Rank hold CAH as of Q1 2024.

BKM Wealth Management reported no remaining Cardinal Health position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 300 Cardinal Health shares in Q1 2024, an estimated $30.2K.
BKM Wealth Management first reported a position in Cardinal Health in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Cardinal Health position peaked at $30.2K in Q4 2023.
1,058 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.