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Personal Wealth Partners’s Cardinal Health CAH Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-37
Closed -$2K – 125
2021
Q2 		$2K Buy
+37
New +$2.16K ﹤0.01% 373

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal Wealth Partners's CAH Position: Q3 2021 in Review

Personal Wealth Partners sold out of Cardinal Health (CAH) in Q3 2021, closing a stake of 37 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in CAH in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 748 funds tracked by Wall St. Rank hold CAH as of Q3 2021.

  • Personal Wealth Partners reported no remaining Cardinal Health position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 37 Cardinal Health shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in Cardinal Health in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's Cardinal Health position peaked at $2K in Q2 2021.
  • 748 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.