CAPTRUST Financial Advisors
CERN

CAPTRUST Financial Advisors’s Cerner Corp CERN Stock Holding History

CAPTRUST Financial Advisors’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
-9,248
Closed -$868K – 5302
2022
Q1 		$868K Sell
9,248
-2,157
-19% -$200K 0.01% 902
2021
Q4 		$1.06M Sell
11,405
-63
-0.5% -$4.79K 0.01% 792
2021
Q3 		$811K Sell
11,468
-269
-2% -$20.8K 0.01% 837
2021
Q2 		$920K Sell
11,737
-6,015
-34% -$463K 0.01% 747
2021
Q1 		$1.28M Buy
17,752
+1,306
+8% +$98.1K 0.01% 603
2020
Q4 		$1.29M Buy
16,446
+458
+3% +$33.9K 0.02% 524
2020
Q3 		$1.16M Buy
15,988
+2,913
+22% +$207K 0.02% 464
2020
Q2 		$911K Buy
13,075
+2,982
+30% +$205K 0.02% 532
2020
Q1 		$613K Buy
10,093
+1,109
+12% +$78.9K 0.01% 531
2019
Q4 		$663K Buy
8,984
+8,145
+971% +$563K 0.01% 604
2019
Q3 		$57K Buy
839
+16
+2% +$1.13K ﹤0.01% 956
2019
Q2 		$60K Buy
823
+15
+2% +$1.01K ﹤0.01% 922
2019
Q1 		$46K Buy
808
+408
+102% +$22.7K ﹤0.01% 937
2018
Q4 		$21K Hold
400
– – ﹤0.01% 1014
2018
Q3 		$26K Sell
400
-451
-53% -$28.7K ﹤0.01% 933
2018
Q2 		$51K Buy
851
+9
+1% +$533 ﹤0.01% 674
2018
Q1 		$48K Buy
842
+315
+60% +$20.5K ﹤0.01% 613
2017
Q4 		$36K Buy
527
+110
+26% +$7.6K ﹤0.01% 654
2017
Q3 		$26K Buy
+417
New +$27.7K ﹤0.01% 337

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

CAPTRUST Financial Advisors's CERN Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 9,248 shares — an estimated $868K sold.

CAPTRUST Financial Advisors first reported a position in CERN in Q3 2017 and held it in 19 quarters. The position peaked at $1.29M in Q4 2020. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 9,248 Cerner Corp shares in Q2 2022, an estimated $868K.
  • CAPTRUST Financial Advisors first reported a position in Cerner Corp in Q3 2017 and held it in 19 quarters.
  • CAPTRUST Financial Advisors's Cerner Corp position peaked at $1.29M in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.