BFG
CERN

Beacon Financial Group’s Cerner Corp CERN Stock Holding History

Beacon Financial Group’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
-13,905
Closed -$1.3M – 232
2022
Q1 		$1.3M Sell
13,905
-1,206
-8% -$112K 0.17% 122
2021
Q4 		$1.4M Sell
15,111
-145
-1% -$11K 0.18% 111
2021
Q3 		$1.08M Sell
15,256
-645
-4% -$49.8K 0.15% 130
2021
Q2 		$1.24M Sell
15,901
-8,919
-36% -$686K 0.18% 118
2021
Q1 		$2.01M Hold
24,820
– – 0.31% 85
2020
Q4 		$2.01M Buy
24,820
+207
+0.8% +$15.3K 0.31% 85
2020
Q3 		$1.78M Sell
24,613
-422
-2% -$30.1K 0.32% 86
2020
Q2 		$1.7M Sell
25,035
-4,367
-15% -$300K 0.33% 85
2020
Q1 		$1.89M Sell
29,402
-2,916
-9% -$207K 0.42% 70
2019
Q4 		$2.37M Buy
32,318
+4,618
+17% +$319K 0.3% 76
2019
Q3 		$2.03M Hold
27,700
– – 0.35% 79
2019
Q2 		$2.03M Sell
27,700
-1,958
-7% -$132K 0.35% 78
2019
Q1 		$1.7K Sell
29,658
-1,052
-3% -$58.6K 0.28% 85
2018
Q4 		$1.6M Buy
30,710
+25,592
+500% +$1.48M 0.3% 81
2018
Q3 		$330K Buy
5,118
+177
+4% +$11.3K 0.06% 158
2018
Q2 		$295K Buy
4,941
+88
+2% +$5.21K 0.05% 172
2018
Q1 		$281K Buy
4,853
+113
+2% +$7.34K 0.05% 179
2017
Q4 		$319K Buy
4,740
+16
+0.3% +$1.11K 0.06% 164
2017
Q3 		$337K Buy
4,724
+2,445
+107% +$162K 0.06% 154
2017
Q2 		$300K Sell
2,279
-3,590
-61% -$229K 0.06% 171
2017
Q1 		$347K Buy
5,869
+412
+8% +$22.3K 0.07% 150
2016
Q4 		$258K Sell
5,457
-534
-9% -$28.3K 0.05% 174
2016
Q3 		$369K Sell
5,991
-209
-3% -$13.2K 0.08% 147
2016
Q2 		$356K Buy
+6,200
New +$345K 0.08% 140

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

Beacon Financial Group's CERN Position: Q2 2022 in Review

Beacon Financial Group sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 13,905 shares — an estimated $1.3M sold.

Beacon Financial Group first reported a position in CERN in Q2 2016 and held it in 24 quarters. The position peaked at $2.37M in Q4 2019. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Beacon Financial Group reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Beacon Financial Group sold 13,905 Cerner Corp shares in Q2 2022, an estimated $1.3M.
  • Beacon Financial Group first reported a position in Cerner Corp in Q2 2016 and held it in 24 quarters.
  • Beacon Financial Group's Cerner Corp position peaked at $2.37M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Beacon Financial Group's 13F filing for Q2 2022, filed 19 Jul 2022.