CWS
CERN

Confluence Wealth Services’s Cerner Corp CERN Stock Holding History

Confluence Wealth Services’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
-7,212
Closed -$674K – 288
2022
Q1 		$674K Buy
7,212
+1
+0% +$93 0.24% 113
2021
Q4 		$669K Buy
+7,211
New +$549K 0.22% 116

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

Confluence Wealth Services's CERN Position: Q2 2022 in Review

Confluence Wealth Services sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 7,212 shares — an estimated $674K sold.

Confluence Wealth Services first reported a position in CERN in Q4 2021 and held it in 2 quarters. The position peaked at $674K in Q1 2022. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Confluence Wealth Services reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 7,212 Cerner Corp shares in Q2 2022, an estimated $674K.
  • Confluence Wealth Services first reported a position in Cerner Corp in Q4 2021 and held it in 2 quarters.
  • Confluence Wealth Services's Cerner Corp position peaked at $674K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Confluence Wealth Services's 13F filing for Q2 2022, filed 15 Aug 2022.