Baystate Wealth Management’s Cerner Corp CERN Stock Holding History

Baystate 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	-778	Closed	-$73K	–	967
2022 Q1	$73K	Hold	778	–	–	0.01%	281
2021 Q4	$72K	Hold	778	–	–	0.01%	279
2021 Q3	$55K	Hold	778	–	–	0.01%	292
2021 Q2	$61K	Hold	778	–	–	0.01%	261
2021 Q1	$56K	Hold	778	–	–	0.01%	249
2020 Q4	$61K	Hold	778	–	–	0.01%	233
2020 Q3	$56K	Hold	778	–	–	0.01%	210
2020 Q2	$53K	Hold	778	–	–	0.01%	219
2020 Q1	$49K	Sell	778 -20	-3%	-$1.42K	0.01%	196
2019 Q4	$59K	Buy	798 +20	+3%	+$1.38K	0.01%	212
2019 Q3	$53K	Hold	778	–	–	0.01%	198
2019 Q2	$58K	Hold	778	–	–	0.01%	199
2019 Q1	$50K	Hold	778	–	–	0.01%	210
2018 Q4	$42K	Sell	778 -600	-44%	-$34.8K	0.01%	225
2018 Q3	$87K	Buy	1,378 +600	+77%	+$38.2K	0.02%	140
2018 Q2	$47K	Hold	778	–	–	0.01%	194
2018 Q1	$46K	Hold	778	–	–	0.01%	196
2017 Q4	$54K	Hold	778	–	–	0.01%	197
2017 Q3	$56K	Hold	778	–	–	0.01%	173
2017 Q2	$52K	Hold	778	–	–	0.01%	177
2017 Q1	$46K	Buy	+778	New	+$42K	0.01%	181
2013 Q3	–	Sell	-56	Closed	-$3K	–	246
2013 Q2	$3K	Buy	+56	New	+$2.68K	﹤0.01%	260

Other funds holding CERN

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

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

Baystate Wealth Management sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 778 shares — an estimated $73K sold.

Baystate Wealth Management first reported a position in CERN in Q2 2013 and held it in 22 quarters. The position peaked at $87K in Q3 2018. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

Baystate Wealth Management reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
Baystate Wealth Management sold 778 Cerner Corp shares in Q2 2022, an estimated $73K.
Baystate Wealth Management first reported a position in Cerner Corp in Q2 2013 and held it in 22 quarters.
Baystate Wealth Management's Cerner Corp position peaked at $87K in Q3 2018.
5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Baystate Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.