Carson Wealth (CWM LLC)
CERN

Carson Wealth (CWM LLC)’s Cerner Corp CERN Stock Holding History

Carson Wealth (CWM 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
2022
Q2 		– Sell
-3,529
Closed -$330K – 4229
2022
Q1 		$330K Sell
3,529
-494
-12% -$45.7K ﹤0.01% 855
2021
Q4 		$374K Buy
+4,023
New +$306K ﹤0.01% 808
2021
Q2 		$348K Hold
4,455
– – ﹤0.01% 748
2021
Q1 		$348K Hold
4,455
– – ﹤0.01% 748
2020
Q4 		$348K Hold
4,455
– – ﹤0.01% 748
2020
Q3 		$348K Hold
4,455
– – ﹤0.01% 748
2020
Q2 		$348K Hold
4,455
– – ﹤0.01% 748
2020
Q1 		$348K Hold
4,455
– – ﹤0.01% 748
2019
Q4 		$348K Hold
4,455
– – ﹤0.01% 748
2019
Q3 		$348K Hold
4,455
– – ﹤0.01% 748
2019
Q2 		$348K Hold
4,455
– – ﹤0.01% 748
2019
Q1 		$348K Buy
4,455
+2,011
+82% +$112K ﹤0.01% 748
2018
Q4 		$128K Buy
2,444
+1
+0% +$58 ﹤0.01% 684
2018
Q3 		$157K Sell
2,443
-67
-3% -$4.26K ﹤0.01% 555
2018
Q2 		$150K Buy
2,510
+2,254
+880% +$133K ﹤0.01% 465
2018
Q1 		$15K Buy
256
+67
+35% +$4.35K ﹤0.01% 774
2017
Q4 		$13K Sell
189
-98
-34% -$6.77K ﹤0.01% 827
2017
Q3 		$20K Buy
287
+205
+250% +$13.6K ﹤0.01% 712
2017
Q2 		$5K Sell
82
-30
-27% -$1.92K ﹤0.01% 894
2017
Q1 		$7K Sell
112
-262
-70% -$14.2K ﹤0.01% 831
2016
Q4 		$18K Sell
374
-1,738
-82% -$92.3K ﹤0.01% 610
2016
Q3 		$130K Hold
2,112
– – 0.01% 308
2016
Q2 		$124K Buy
2,112
+2,000
+1,786% +$111K 0.01% 285
2016
Q1 		$6K Sell
112
-27
-19% -$1.47K ﹤0.01% 586
2015
Q4 		$8K Buy
139
+27
+24% +$1.66K ﹤0.01% 487
2015
Q3 		$7K Buy
+112
New +$7.32K ﹤0.01% 483
2014
Q4 		– Sell
-44,720
Closed -$2.66M – 200
2014
Q3 		$2.66M Buy
44,720
+4,295
+11% +$241K 0.39% 84
2014
Q2 		$2.08M Buy
40,425
+10,230
+34% +$538K 0.37% 81
2014
Q1 		$1.7M Buy
30,195
+6,160
+26% +$355K 0.23% 77
2013
Q4 		$1.34M Sell
24,035
-60,213
-71% -$3.37M 0.21% 75
2013
Q3 		$4.43M Buy
+84,248
New +$4.1M 1.16% 22

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

Carson Wealth (CWM LLC)'s CERN Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 3,529 shares — an estimated $330K sold.

Carson Wealth (CWM LLC) first reported a position in CERN in Q3 2013 and held it in 31 quarters. The position peaked at $4.43M in Q3 2013. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,529 Cerner Corp shares in Q2 2022, an estimated $330K.
  • Carson Wealth (CWM LLC) first reported a position in Cerner Corp in Q3 2013 and held it in 31 quarters.
  • Carson Wealth (CWM LLC)'s Cerner Corp position peaked at $4.43M in Q3 2013.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.