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TriaGen Wealth Management’s Cardinal Health CAH Stock Holding History

TriaGen Wealth Management’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
2023
Q1 		– Sell
-8,971
Closed -$690K – 162
2022
Q4 		$690K Buy
+8,971
New +$682K 0.38% 72

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TriaGen Wealth Management's CAH Position: Q1 2023 in Review

TriaGen Wealth Management sold out of Cardinal Health (CAH) in Q1 2023, closing a stake of 8,971 shares — an estimated $690K sold.

TriaGen Wealth Management first reported a position in CAH in Q4 2022 and held it in 1 quarter. The position peaked at $690K in Q4 2022. 907 funds tracked by Wall St. Rank hold CAH as of Q1 2023.

  • TriaGen Wealth Management reported no remaining Cardinal Health position as of Q1 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 8,971 Cardinal Health shares in Q1 2023, an estimated $690K.
  • TriaGen Wealth Management first reported a position in Cardinal Health in Q4 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Cardinal Health position peaked at $690K in Q4 2022.
  • 907 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.