FMWA
CAH icon

Forvis Mazars Wealth Advisors’s Cardinal Health CAH Stock Holding History

Forvis Mazars 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
2016
Q2 		– Sell
-3,600
Closed -$295K – 188
2016
Q1 		$295K Buy
3,600
+392
+12% +$31.9K 0.05% 140
2015
Q4 		$286K Buy
+3,208
New +$272K 0.04% 150

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Forvis Mazars Wealth Advisors's CAH Position: Q2 2016 in Review

Forvis Mazars Wealth Advisors sold out of Cardinal Health (CAH) in Q2 2016, closing a stake of 3,600 shares — an estimated $295K sold.

Forvis Mazars Wealth Advisors first reported a position in CAH in Q4 2015 and held it in 2 quarters. The position peaked at $295K in Q1 2016. 807 funds tracked by Wall St. Rank hold CAH as of Q2 2016.

  • Forvis Mazars Wealth Advisors reported no remaining Cardinal Health position as of Q2 2016 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,600 Cardinal Health shares in Q2 2016, an estimated $295K.
  • Forvis Mazars Wealth Advisors first reported a position in Cardinal Health in Q4 2015 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Cardinal Health position peaked at $295K in Q1 2016.
  • 807 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2016, filed 12 Jul 2016.