BCWM
CERN

Bartlett & Co Wealth Management’s Cerner Corp CERN Stock Holding History

Bartlett & Co 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
-15,360
Closed -$1.44M – 1331
2022
Q1 		$1.44M Hold
15,360
– – 0.03% 202
2021
Q4 		$1.43M Buy
15,360
+2,800
+22% +$213K 0.02% 204
2021
Q3 		$888K Sell
12,560
-3,150
-20% -$243K 0.02% 214
2021
Q2 		$1.23M Hold
15,710
– – 0.02% 197
2021
Q1 		$1.13M Hold
15,710
– – 0.02% 198
2020
Q4 		$1.24M Buy
15,710
+10
+0.1% +$741 0.03% 193
2020
Q3 		$1.14M Hold
15,700
– – 0.03% 195
2020
Q2 		$1.08M Hold
15,700
– – 0.03% 194
2020
Q1 		$989K Hold
15,700
– – 0.03% 190
2019
Q4 		$1.16M Hold
15,700
– – 0.03% 198
2019
Q3 		$1.07M Sell
15,700
-22
-0.1% -$1.56K 0.03% 200
2019
Q2 		$1.15M Buy
15,722
+15
+0.1% +$1.01K 0.04% 159
2019
Q1 		$899K Buy
15,707
+7
+0% +$390 0.03% 173
2018
Q4 		$823K Sell
15,700
-3,150
-17% -$183K 0.04% 171
2018
Q3 		$1.21M Hold
18,850
– – 0.05% 156
2018
Q2 		$1.13M Hold
18,850
– – 0.05% 154
2018
Q1 		$1.09M Buy
+18,850
New +$1.22M 0.05% 154

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

Bartlett & Co Wealth Management's CERN Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 15,360 shares — an estimated $1.44M sold.

Bartlett & Co Wealth Management first reported a position in CERN in Q1 2018 and held it in 17 quarters. The position peaked at $1.44M in Q1 2022. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Bartlett & Co Wealth Management reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 15,360 Cerner Corp shares in Q2 2022, an estimated $1.44M.
  • Bartlett & Co Wealth Management first reported a position in Cerner Corp in Q1 2018 and held it in 17 quarters.
  • Bartlett & Co Wealth Management's Cerner Corp position peaked at $1.44M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.