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TFO Wealth Partners’s Cardinal Health CAH Stock Holding History

TFO 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
2024
Q2 		– Sell
-11
Closed -$1.23K – 167
2024
Q1 		$1.23K Hold
11
– – ﹤0.01% 139
2023
Q4 		$1.11K Hold
11
– – ﹤0.01% 184
2023
Q3 		$1.04K Hold
11
– – ﹤0.01% 273
2023
Q2 		$1.04K Hold
11
– – ﹤0.01% 204
2023
Q1 		$831 Buy
11
+10
+1,000% +$754 ﹤0.01% 184
2022
Q4 		$93 Buy
+1
New +$76 ﹤0.01% 785
2022
Q3 		– Sell
-30
Closed -$2K – 186
2022
Q2 		$2K Buy
+30
New +$1.71K ﹤0.01% 297

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TFO Wealth Partners's CAH Position: Q2 2024 in Review

TFO Wealth Partners sold out of Cardinal Health (CAH) in Q2 2024, closing a stake of 11 shares — an estimated $1.23K sold.

TFO Wealth Partners first reported a position in CAH in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 1,009 funds tracked by Wall St. Rank hold CAH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cardinal Health position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 Cardinal Health shares in Q2 2024, an estimated $1.23K.
  • TFO Wealth Partners first reported a position in Cardinal Health in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Cardinal Health position peaked at $2K in Q2 2022.
  • 1,009 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.