RWA
CAH icon

Ropes Wealth Advisors’s Cardinal Health CAH Stock Holding History

Ropes 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
Q4 		– Sell
-17,935
Closed -$887K – 272
2021
Q3 		$887K Sell
17,935
-1,160
-6% -$62.9K 0.14% 126
2021
Q2 		$1.09M Buy
19,095
+310
+2% +$18.1K 0.17% 113
2021
Q1 		$1.05M Buy
18,785
+1,135
+6% +$62.6K 0.19% 107
2020
Q4 		$945K Sell
17,650
-2,938
-14% -$152K 0.15% 100
2020
Q3 		$967K Sell
20,588
-990
-5% -$50.8K 0.19% 91
2020
Q2 		$1.13M Buy
21,578
+505
+2% +$26K 0.23% 76
2020
Q1 		$1.01M Buy
21,073
+1,925
+10% +$99.9K 0.26% 74
2019
Q4 		$969K Sell
19,148
-1,081
-5% -$55.8K 0.21% 94
2019
Q3 		$955K Buy
20,229
+5,415
+37% +$247K 0.2% 95
2019
Q2 		$698K Buy
14,814
+910
+7% +$42K 0.15% 113
2019
Q1 		$669K Buy
13,904
+20
+0.1% +$1K 0.18% 115
2018
Q4 		$619K Buy
13,884
+2,106
+18% +$110K 0.18% 114
2018
Q3 		$636K Sell
11,778
-810
-6% -$41.5K 0.16% 125
2018
Q2 		$615K Hold
12,588
– – 0.17% 120
2018
Q1 		$789K Buy
12,588
+1,960
+18% +$134K 0.22% 107
2017
Q4 		$651K Sell
10,628
-605
-5% -$37.4K 0.17% 122
2017
Q3 		$752K Buy
11,233
+325
+3% +$23K 0.2% 104
2017
Q2 		$850K Buy
10,908
+750
+7% +$56.6K 0.24% 94
2017
Q1 		$828K Buy
10,158
+7,771
+326% +$612K 0.24% 93
2016
Q4 		$172K Sell
2,387
-2,960
-55% -$214K 0.05% 215
2016
Q3 		$415K Buy
5,347
+1,628
+44% +$132K 0.14% 129
2016
Q2 		$290K Buy
3,719
+55
+2% +$4.38K 0.1% 157
2016
Q1 		$300K Buy
3,664
+129
+4% +$10.5K 0.13% 119
2015
Q4 		$316K Hold
3,535
– – 0.14% 122
2015
Q3 		$272K Buy
3,535
+3,343
+1,741% +$279K 0.14% 114
2015
Q2 		$16K Hold
192
– – 0.01% 233
2015
Q1 		$17K Buy
+192
New +$16.5K 0.01% 235

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ropes Wealth Advisors's CAH Position: Q4 2021 in Review

Ropes Wealth Advisors sold out of Cardinal Health (CAH) in Q4 2021, closing a stake of 17,935 shares — an estimated $887K sold.

Ropes Wealth Advisors first reported a position in CAH in Q1 2015 and held it in 27 quarters. The position peaked at $1.13M in Q2 2020. 780 funds tracked by Wall St. Rank hold CAH as of Q4 2021.

  • Ropes Wealth Advisors reported no remaining Cardinal Health position as of Q4 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 17,935 Cardinal Health shares in Q4 2021, an estimated $887K.
  • Ropes Wealth Advisors first reported a position in Cardinal Health in Q1 2015 and held it in 27 quarters.
  • Ropes Wealth Advisors's Cardinal Health position peaked at $1.13M in Q2 2020.
  • 780 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.