CFFP
CERN

Center for Financial Planning’s Cerner Corp CERN Stock Holding History

Center for Financial Planning’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
-12,000
Closed -$1.12M – 573
2022
Q1 		$1.12M Hold
12,000
– – 0.23% 47
2021
Q4 		$1.11M Hold
12,000
– – 0.23% 50
2021
Q3 		$846K Hold
12,000
– – 0.21% 57
2021
Q2 		$938K Hold
12,000
– – 0.23% 51
2021
Q1 		$863K Hold
12,000
– – 0.23% 53
2020
Q4 		$942K Hold
12,000
– – 0.27% 44
2020
Q3 		$867K Hold
12,000
– – 0.28% 44
2020
Q2 		$823K Sell
12,000
-2,000
-14% -$137K 0.29% 40
2020
Q1 		$882K Hold
14,000
– – 0.3% 38
2019
Q4 		$1.03M Buy
+14,000
New +$968K 0.26% 36

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 $401M AUM 33.17% 1-Year Est. Return

Center for Financial Planning's CERN Position: Q2 2022 in Review

Center for Financial Planning sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 12,000 shares — an estimated $1.12M sold.

Center for Financial Planning first reported a position in CERN in Q4 2019 and held it in 10 quarters. The position peaked at $1.12M in Q1 2022. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Center for Financial Planning reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Center for Financial Planning sold 12,000 Cerner Corp shares in Q2 2022, an estimated $1.12M.
  • Center for Financial Planning first reported a position in Cerner Corp in Q4 2019 and held it in 10 quarters.
  • Center for Financial Planning's Cerner Corp position peaked at $1.12M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Center for Financial Planning's 13F filing for Q2 2022, filed 12 Aug 2022.