CT
CERN

Caldwell Trust’s Cerner Corp CERN Stock Holding History

Caldwell Trust’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
-200
Closed -$18.7K – 766
2022
Q1 		$18.7K Hold
200
– – ﹤0.01% 577
2021
Q4 		$18.6K Hold
200
– – ﹤0.01% 576
2021
Q3 		$14.1K Hold
200
– – ﹤0.01% 597
2021
Q2 		$15.6K Hold
200
– – ﹤0.01% 596
2021
Q1 		$14.4K Sell
200
-202
-50% -$15.2K ﹤0.01% 595
2020
Q4 		$31.5K Hold
402
– – ﹤0.01% 484
2020
Q3 		$29.1K Hold
402
– – ﹤0.01% 483
2020
Q2 		$27.6K Hold
402
– – ﹤0.01% 502
2020
Q1 		$25.3K Hold
402
– – ﹤0.01% 514
2019
Q4 		$29.5K Buy
+402
New +$27.8K ﹤0.01% 534

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 $683M AUM 22.58% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Caldwell Trust's CERN Position: Q2 2022 in Review

Caldwell Trust sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 200 shares — an estimated $18.7K sold.

Caldwell Trust first reported a position in CERN in Q4 2019 and held it in 10 quarters. The position peaked at $31.5K in Q4 2020. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Caldwell Trust reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Caldwell Trust sold 200 Cerner Corp shares in Q2 2022, an estimated $18.7K.
  • Caldwell Trust first reported a position in Cerner Corp in Q4 2019 and held it in 10 quarters.
  • Caldwell Trust's Cerner Corp position peaked at $31.5K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.