CWP
CERN

Concord Wealth Partners’s Cerner Corp CERN Stock Holding History

Concord Wealth Partners’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
-16
Closed -$2K – 1429
2022
Q1 		$2K Hold
16
– – ﹤0.01% 1161
2021
Q4 		$2K Buy
+16
New +$1.22K ﹤0.01% 1186
2021
Q2 		– Sell
-8
Closed -$1K – 1120
2021
Q1 		$1K Buy
+8
New +$601 ﹤0.01% 986

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

Concord Wealth Partners's CERN Position: Q2 2022 in Review

Concord Wealth Partners sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 16 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in CERN in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Concord Wealth Partners reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 16 Cerner Corp shares in Q2 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Cerner Corp in Q1 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Cerner Corp position peaked at $2K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.