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

Curi 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
Q3 		– Sell
-143
Closed -$7K – 267
2022
Q2 		$7K Buy
143
+141
+7,050% +$8.01K ﹤0.01% 419
2022
Q1 		$0 Hold
2
– – ﹤0.01% 524
2021
Q4 		$0 Buy
+2
New +$98 ﹤0.01% 494
2021
Q1 		– Sell
-2
Closed – – 157
2020
Q4 		$0 Buy
+2
New +$104 ﹤0.01% 401

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi Wealth Management's CAH Position: Q3 2022 in Review

Curi Wealth Management sold out of Cardinal Health (CAH) in Q3 2022, closing a stake of 143 shares — an estimated $7K sold.

Curi Wealth Management first reported a position in CAH in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 849 funds tracked by Wall St. Rank hold CAH as of Q3 2022.

  • Curi Wealth Management reported no remaining Cardinal Health position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 143 Cardinal Health shares in Q3 2022, an estimated $7K.
  • Curi Wealth Management first reported a position in Cardinal Health in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Cardinal Health position peaked at $7K in Q2 2022.
  • 849 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.