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Visionary Wealth Advisors’s Cardinal Health CAH Stock Holding History

Visionary 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
-5,472
Closed -$293K – 316
2020
Q4 		$293K Buy
5,472
+52
+1% +$2.7K 0.03% 231
2020
Q3 		$254K Sell
5,420
-45,506
-89% -$2.34M 0.04% 211
2020
Q2 		$2.66M Buy
50,926
+3,453
+7% +$178K 0.4% 68
2020
Q1 		$2.28M Buy
47,473
+5,588
+13% +$290K 0.43% 72
2019
Q4 		$2.12M Buy
+41,885
New +$2.16M 0.38% 68

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

Visionary Wealth Advisors's CAH Position: Q1 2021 in Review

Visionary Wealth Advisors sold out of Cardinal Health (CAH) in Q1 2021, closing a stake of 5,472 shares — an estimated $293K sold.

Visionary Wealth Advisors first reported a position in CAH in Q4 2019 and held it in 5 quarters. The position peaked at $2.66M in Q2 2020. 801 funds tracked by Wall St. Rank hold CAH as of Q1 2021.

  • Visionary Wealth Advisors reported no remaining Cardinal Health position as of Q1 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 5,472 Cardinal Health shares in Q1 2021, an estimated $293K.
  • Visionary Wealth Advisors first reported a position in Cardinal Health in Q4 2019 and held it in 5 quarters.
  • Visionary Wealth Advisors's Cardinal Health position peaked at $2.66M in Q2 2020.
  • 801 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2021.

Based on Visionary Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.