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Regent Peak Wealth Advisors’s Cardinal Health CAH Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-177
Closed -$9K – 274
2020
Q4 		$9K Buy
+177
New +$9.18K ﹤0.01% 568

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Regent Peak Wealth Advisors's CAH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Cardinal Health (CAH) in Q1 2021, closing a stake of 177 shares — an estimated $9K sold.

Regent Peak Wealth Advisors first reported a position in CAH in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 801 funds tracked by Wall St. Rank hold CAH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Cardinal Health position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 177 Cardinal Health shares in Q1 2021, an estimated $9K.
  • Regent Peak Wealth Advisors first reported a position in Cardinal Health in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Cardinal Health position peaked at $9K in Q4 2020.
  • 801 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.