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Evolution Wealth Advisors’s Cardinal Health CAH Stock Holding History

Evolution 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
2021
Q4 		– Sell
-71
Closed -$4K – 231
2021
Q3 		$4K Hold
71
– – ﹤0.01% 543
2021
Q2 		$4K Hold
71
– – ﹤0.01% 538
2021
Q1 		$4K Hold
71
– – ﹤0.01% 546
2020
Q4 		$4K Hold
71
– – ﹤0.01% 468
2020
Q3 		$3K Hold
71
– – ﹤0.01% 489
2020
Q2 		$4K Buy
+71
New +$3.66K ﹤0.01% 384
2019
Q4 		– Sell
-71
Closed -$3K – 634
2019
Q3 		$3K Sell
71
-24
-25% -$1.1K ﹤0.01% 349
2019
Q2 		$4K Buy
+95
New +$4.38K ﹤0.01% 282

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's CAH Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Cardinal Health (CAH) in Q4 2021, closing a stake of 71 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in CAH in Q2 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 779 funds tracked by Wall St. Rank hold CAH as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Cardinal Health position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 71 Cardinal Health shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Cardinal Health in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Cardinal Health position peaked at $4K in Q3 2021.
  • 779 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.