BWL
CERN

Bogart Wealth LLC’s Cerner Corp CERN Stock Holding History

Bogart Wealth LLC’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
2019
Q4 		– Sell
-62
Closed -$4.29K – 413
2019
Q3 		$4K Hold
62
– – ﹤0.01% 313
2019
Q2 		$4K Hold
62
– – ﹤0.01% 294
2019
Q1 		$3K Sell
62
-28
-31% -$1.56K ﹤0.01% 310
2018
Q4 		$4K Hold
90
– – ﹤0.01% 301
2018
Q3 		$6K Hold
90
– – ﹤0.01% 262
2018
Q2 		$5K Sell
90
-28
-24% -$1.66K ﹤0.01% 285
2018
Q1 		$7K Hold
118
– – ﹤0.01% 262
2017
Q4 		$8K Hold
118
– – 0.01% 252
2017
Q3 		$8K Buy
+118
New +$7.83K 0.01% 252

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bogart Wealth LLC's CERN Position: Q4 2019 in Review

Bogart Wealth LLC sold out of Cerner Corp (CERN) in Q4 2019, closing a stake of 62 shares — an estimated $4.29K sold.

Bogart Wealth LLC first reported a position in CERN in Q3 2017 and held it in 9 quarters. The position peaked at $8K in Q4 2017. 767 funds tracked by Wall St. Rank hold CERN as of Q4 2019.

  • Bogart Wealth LLC reported no remaining Cerner Corp position as of Q4 2019 after selling out during the quarter.
  • Bogart Wealth LLC sold 62 Cerner Corp shares in Q4 2019, an estimated $4.29K.
  • Bogart Wealth LLC first reported a position in Cerner Corp in Q3 2017 and held it in 9 quarters.
  • Bogart Wealth LLC's Cerner Corp position peaked at $8K in Q4 2017.
  • 767 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2019.

Based on Bogart Wealth LLC's 13F filing for Q4 2019, filed 10 Feb 2020.