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TRUE Private Wealth Advisors’s Cardinal Health CAH Stock Holding History

TRUE Private 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
-450
Closed -$24K – 299
2020
Q4 		$24K Hold
450
– – ﹤0.01% 423
2020
Q3 		$21K Hold
450
– – ﹤0.01% 409
2020
Q2 		$23K Hold
450
– – ﹤0.01% 400
2020
Q1 		$21K Hold
450
– – ﹤0.01% 376
2019
Q4 		$22K Buy
+450
New +$23.2K ﹤0.01% 470
2018
Q4 		– Sell
-268
Closed -$14.6K – 337
2018
Q3 		$14.6K Buy
+268
New +$13.7K ﹤0.01% 668

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 $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TRUE Private Wealth Advisors's CAH Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Cardinal Health (CAH) in Q1 2021, closing a stake of 450 shares — an estimated $24K sold.

TRUE Private Wealth Advisors first reported a position in CAH in Q3 2018 and held it in 6 quarters. The position peaked at $24K in Q4 2020. 802 funds tracked by Wall St. Rank hold CAH as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Cardinal Health position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 450 Cardinal Health shares in Q1 2021, an estimated $24K.
  • TRUE Private Wealth Advisors first reported a position in Cardinal Health in Q3 2018 and held it in 6 quarters.
  • TRUE Private Wealth Advisors's Cardinal Health position peaked at $24K in Q4 2020.
  • 802 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.