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Octavia Wealth Advisors’s Cardinal Health CAH Stock Holding History

Octavia 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
2024
Q3 		– Sell
-5,313
Closed -$522K – 224
2024
Q2 		$522K Sell
5,313
-360
-6% -$36.7K 0.07% 107
2024
Q1 		$638K Sell
5,673
-434
-7% -$46.8K 0.09% 97
2023
Q4 		$619K Sell
6,107
-734
-11% -$72.8K 0.11% 100
2023
Q3 		$594K Sell
6,841
-40
-0.6% -$3.62K 0.12% 92
2023
Q2 		$654K Sell
6,881
-53
-0.8% -$4.48K 0.13% 79
2023
Q1 		$527K Sell
6,934
-146
-2% -$11K 0.12% 87
2022
Q4 		$548K Sell
7,080
-20
-0.3% -$1.52K 0.14% 84
2022
Q3 		$477K Buy
7,100
+28
+0.4% +$1.77K 0.13% 88
2022
Q2 		$371K Sell
7,072
-494
-7% -$28.1K 0.1% 115
2022
Q1 		$433K Sell
7,566
-2,189
-22% -$117K 0.1% 110
2021
Q4 		$507K Buy
9,755
+22
+0.2% +$1.08K 0.11% 103
2021
Q3 		$487K Buy
9,733
+4,036
+71% +$219K 0.12% 97
2021
Q2 		$328K Buy
5,697
+1,627
+40% +$95.1K 0.09% 121
2021
Q1 		$249K Buy
+4,070
New +$225K 0.07% 150

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Octavia Wealth Advisors's CAH Position: Q3 2024 in Review

Octavia Wealth Advisors sold out of Cardinal Health (CAH) in Q3 2024, closing a stake of 5,313 shares — an estimated $522K sold.

Octavia Wealth Advisors first reported a position in CAH in Q1 2021 and held it in 14 quarters. The position peaked at $654K in Q2 2023. 1,015 funds tracked by Wall St. Rank hold CAH as of Q3 2024.

  • Octavia Wealth Advisors reported no remaining Cardinal Health position as of Q3 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 5,313 Cardinal Health shares in Q3 2024, an estimated $522K.
  • Octavia Wealth Advisors first reported a position in Cardinal Health in Q1 2021 and held it in 14 quarters.
  • Octavia Wealth Advisors's Cardinal Health position peaked at $654K in Q2 2023.
  • 1,015 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2024.

Based on Octavia Wealth Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.