Avantax Planning Partners’s Cerner Corp CERN Stock Holding History

Avantax Planning Partners’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
2020 Q4	–	Sell	-4,433	Closed	-$320K	–	315
2020 Q3	$320K	Hold	4,433	–	–	0.02%	222
2020 Q2	$304K	Buy	4,433 +6	+0.1%	+$412	0.02%	214
2020 Q1	$279K	Hold	4,427	–	–	0.02%	214
2019 Q4	$325K	Sell	4,427 -450	-9%	-$31.1K	0.02%	224
2019 Q3	$332K	Hold	4,877	–	–	0.02%	218
2019 Q2	$364K	Hold	4,877	–	–	0.02%	206
2019 Q1	$279K	Sell	4,877 -252	-5%	-$14K	0.02%	238
2018 Q4	$269K	Buy	5,129 +309	+6%	+$17.9K	0.02%	213
2018 Q3	$310K	Sell	4,820 -2	-0%	-$127	0.02%	194
2018 Q2	$288K	Sell	4,822 -76	-2%	-$4.5K	0.03%	188
2018 Q1	$284K	Buy	4,898 +29	+0.6%	+$1.88K	0.02%	237
2017 Q4	$328K	Sell	4,869 -2	-0%	-$138	0.03%	218
2017 Q3	$347K	Hold	4,871	–	–	0.03%	253
2017 Q2	$324K	Sell	4,871 -473	-9%	-$30.2K	0.03%	240
2017 Q1	$314K	Sell	5,344 -40	-0.7%	-$2.16K	0.03%	235
2016 Q4	$255K	Buy	+5,384	New	+$286K	0.03%	249

Other funds holding CERN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's CERN Position: Q4 2020 in Review

Avantax Planning Partners sold out of Cerner Corp (CERN) in Q4 2020, closing a stake of 4,433 shares — an estimated $320K sold.

Avantax Planning Partners first reported a position in CERN in Q4 2016 and held it in 16 quarters. The position peaked at $364K in Q2 2019. 794 funds tracked by Wall St. Rank hold CERN as of Q4 2020.

Avantax Planning Partners reported no remaining Cerner Corp position as of Q4 2020 after selling out during the quarter.
Avantax Planning Partners sold 4,433 Cerner Corp shares in Q4 2020, an estimated $320K.
Avantax Planning Partners first reported a position in Cerner Corp in Q4 2016 and held it in 16 quarters.
Avantax Planning Partners's Cerner Corp position peaked at $364K in Q2 2019.
794 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2020.

Based on Avantax Planning Partners's 13F filing for Q4 2020, filed 4 Feb 2021.