9WM
CERN

9258 Wealth Management’s Cerner Corp CERN Stock Holding History

9258 Wealth Management’s Portfolio CERN Stock Details CERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,071
Closed -$474K – 365
2022
Q1 		$474K Buy
5,071
+77
+2% +$7.13K 0.11% 196
2021
Q4 		$464K Hold
4,994
– – 0.11% 206
2021
Q3 		$352K Hold
4,994
– – 0.09% 227
2021
Q2 		$390K Sell
4,994
-66
-1% -$5.08K 0.11% 209
2021
Q1 		$364K Sell
5,060
-1,228
-20% -$92.3K 0.11% 201
2020
Q4 		$493K Buy
6,288
+199
+3% +$14.7K 0.16% 151
2020
Q3 		$427K Buy
6,089
+302
+5% +$21.5K 0.16% 154
2020
Q2 		$397K Buy
5,787
+52
+0.9% +$3.57K 0.16% 160
2020
Q1 		$420K Buy
5,735
+385
+7% +$27.4K 0.18% 142
2019
Q4 		$393K Buy
+5,350
New +$370K 0.14% 180

Other funds holding CERN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

9258 Wealth Management's CERN Position: Q2 2022 in Review

9258 Wealth Management sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 5,071 shares — an estimated $474K sold.

9258 Wealth Management first reported a position in CERN in Q4 2019 and held it in 10 quarters. The position peaked at $493K in Q4 2020. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • 9258 Wealth Management reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 5,071 Cerner Corp shares in Q2 2022, an estimated $474K.
  • 9258 Wealth Management first reported a position in Cerner Corp in Q4 2019 and held it in 10 quarters.
  • 9258 Wealth Management's Cerner Corp position peaked at $493K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on 9258 Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.