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Peak Financial Advisors’s Cardinal Health CAH Stock Holding History

Peak Financial 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
-27,370
Closed -$2.69M – 78
2024
Q2 		$2.69M Buy
27,370
+2,343
+9% +$239K 1.54% 29
2024
Q1 		$2.8M Buy
+25,027
New +$2.7M 1.71% 28

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

Peak Financial Advisors's CAH Position: Q3 2024 in Review

Peak Financial Advisors sold out of Cardinal Health (CAH) in Q3 2024, closing a stake of 27,370 shares — an estimated $2.69M sold.

Peak Financial Advisors first reported a position in CAH in Q1 2024 and held it in 2 quarters. The position peaked at $2.8M in Q1 2024. 1,015 funds tracked by Wall St. Rank hold CAH as of Q3 2024.

  • Peak Financial Advisors reported no remaining Cardinal Health position as of Q3 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 27,370 Cardinal Health shares in Q3 2024, an estimated $2.69M.
  • Peak Financial Advisors first reported a position in Cardinal Health in Q1 2024 and held it in 2 quarters.
  • Peak Financial Advisors's Cardinal Health position peaked at $2.8M in Q1 2024.
  • 1,015 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2024.

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