CWM
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Castle Wealth Management’s Cardinal Health CAH Stock Holding History

Castle 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
2022
Q4 		– Sell
-168
Closed -$11K – 182
2022
Q3 		$11K Hold
168
– – 0.01% 403
2022
Q2 		$9K Buy
+168
New +$9.55K 0.01% 416

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Castle Wealth Management's CAH Position: Q4 2022 in Review

Castle Wealth Management sold out of Cardinal Health (CAH) in Q4 2022, closing a stake of 168 shares — an estimated $11K sold.

Castle Wealth Management first reported a position in CAH in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 930 funds tracked by Wall St. Rank hold CAH as of Q4 2022.

  • Castle Wealth Management reported no remaining Cardinal Health position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 168 Cardinal Health shares in Q4 2022, an estimated $11K.
  • Castle Wealth Management first reported a position in Cardinal Health in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Cardinal Health position peaked at $11K in Q3 2022.
  • 930 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.