WAM
CAH icon

Wealthspire Advisors (Maryland)’s Cardinal Health CAH Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q2 		– Sell
-4,618
Closed -$221K – 449
2020
Q1 		$221K Buy
4,618
+420
+10% +$21.8K 0.02% 364
2019
Q4 		$212K Buy
+4,198
New +$217K 0.01% 458
2019
Q2 		– Sell
-3,016
Closed -$145K – 696
2019
Q1 		$145K Sell
3,016
-524
-15% -$26.3K 0.01% 525
2018
Q4 		$158K Sell
3,540
-1,321
-27% -$68.9K 0.01% 457
2018
Q3 		$262K Buy
4,861
+439
+10% +$22.5K 0.02% 392
2018
Q2 		$216K Buy
4,422
+1,314
+42% +$74.5K 0.02% 443
2018
Q1 		$195K Buy
3,108
+601
+24% +$41.2K 0.02% 478
2017
Q4 		$154K Buy
2,507
+1,231
+96% +$76.1K 0.02% 571
2017
Q3 		$85K Sell
1,276
-307
-19% -$21.7K 0.01% 774
2017
Q2 		$123K Buy
1,583
+382
+32% +$28.8K 0.01% 605
2017
Q1 		$98K Buy
1,201
+71
+6% +$5.59K 0.01% 609
2016
Q4 		$81K Buy
1,130
+1
+0.1% +$72 0.01% 648
2016
Q3 		$88K Buy
1,129
+71
+7% +$5.74K 0.01% 606
2016
Q2 		$83K Buy
1,058
+602
+132% +$48K 0.01% 575
2016
Q1 		$37K Buy
456
+25
+6% +$2.03K 0.01% 779
2015
Q4 		$38K Buy
+431
New +$36.6K 0.01% 788

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CAH Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Cardinal Health (CAH) in Q2 2020, closing a stake of 4,618 shares — an estimated $221K sold.

Wealthspire Advisors (Maryland) first reported a position in CAH in Q4 2015 and held it in 16 quarters. The position peaked at $262K in Q3 2018. 765 funds tracked by Wall St. Rank hold CAH as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Cardinal Health position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,618 Cardinal Health shares in Q2 2020, an estimated $221K.
  • Wealthspire Advisors (Maryland) first reported a position in Cardinal Health in Q4 2015 and held it in 16 quarters.
  • Wealthspire Advisors (Maryland)'s Cardinal Health position peaked at $262K in Q3 2018.
  • 765 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.