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Wealth Advisors of Tampa Bay’s Cardinal Health CAH Stock Holding History

Wealth Advisors of Tampa Bay’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
2019
Q4 		– Sell
-42,285
Closed -$2M – 62
2019
Q3 		$2M Sell
42,285
-6,200
-13% -$283K 1.66% 29
2019
Q2 		$2.28M Sell
48,485
-830
-2% -$38.3K 1.66% 28
2019
Q1 		$2.38M Buy
+49,315
New +$2.47M 1.72% 27

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Advisors of Tampa Bay's CAH Position: Q4 2019 in Review

Wealth Advisors of Tampa Bay sold out of Cardinal Health (CAH) in Q4 2019, closing a stake of 42,285 shares — an estimated $2M sold.

Wealth Advisors of Tampa Bay first reported a position in CAH in Q1 2019 and held it in 3 quarters. The position peaked at $2.38M in Q1 2019. 714 funds tracked by Wall St. Rank hold CAH as of Q4 2019.

  • Wealth Advisors of Tampa Bay reported no remaining Cardinal Health position as of Q4 2019 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 42,285 Cardinal Health shares in Q4 2019, an estimated $2M.
  • Wealth Advisors of Tampa Bay first reported a position in Cardinal Health in Q1 2019 and held it in 3 quarters.
  • Wealth Advisors of Tampa Bay's Cardinal Health position peaked at $2.38M in Q1 2019.
  • 714 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2019, filed 23 Jan 2020.