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Financial Advocates Investment Management’s Cardinal Health CAH Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-1,207
Closed -$119K – 775
2024
Q2 		$119K Buy
+1,207
New +$123K 0.01% 699
2023
Q1 		– Sell
-4,159
Closed -$320K – 754
2022
Q4 		$320K Buy
+4,159
New +$316K 0.02% 548

Other funds holding CAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's CAH Position: Q3 2024 in Review

Financial Advocates Investment Management sold out of Cardinal Health (CAH) in Q3 2024, closing a stake of 1,207 shares — an estimated $119K sold.

Financial Advocates Investment Management first reported a position in CAH in Q4 2022 and held it in 2 quarters. The position peaked at $320K in Q4 2022. 1,016 funds tracked by Wall St. Rank hold CAH as of Q3 2024.

  • Financial Advocates Investment Management reported no remaining Cardinal Health position as of Q3 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,207 Cardinal Health shares in Q3 2024, an estimated $119K.
  • Financial Advocates Investment Management first reported a position in Cardinal Health in Q4 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Cardinal Health position peaked at $320K in Q4 2022.
  • 1,016 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2024.

Based on Financial Advocates Investment Management's 13F filing for Q3 2024, filed 25 Oct 2024.