Charter Oak Capital Management’s Cerner Corp CERN Stock Holding History

Charter Oak Capital Management’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	-$19K	–	1058
2022 Q1	$19K	Hold	200	–	–	﹤0.01%	532
2021 Q4	$19K	Hold	200	–	–	﹤0.01%	523
2021 Q3	$14K	Hold	200	–	–	﹤0.01%	532
2021 Q2	$16K	Hold	200	–	–	﹤0.01%	499
2021 Q1	$14K	Hold	200	–	–	﹤0.01%	495
2020 Q4	$16K	Buy	+200	New	+$14.8K	﹤0.01%	454

Other funds holding CERN

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

Charter Oak Capital Management's CERN Position: Q2 2022 in Review

Charter Oak Capital Management sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 200 shares — an estimated $19K sold.

Charter Oak Capital Management first reported a position in CERN in Q4 2020 and held it in 6 quarters. The position peaked at $19K in Q1 2022. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

Charter Oak Capital Management reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
Charter Oak Capital Management sold 200 Cerner Corp shares in Q2 2022, an estimated $19K.
Charter Oak Capital Management first reported a position in Cerner Corp in Q4 2020 and held it in 6 quarters.
Charter Oak Capital Management's Cerner Corp position peaked at $19K in Q1 2022.
5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.