Creative Planning
CERN

Creative Planning’s Cerner Corp CERN Stock Holding History

Creative 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
-214,148
Closed -$20M – 2605
2022
Q1 		$20M Sell
214,148
-43,063
-17% -$3.99M 0.03% 203
2021
Q4 		$23.9M Sell
257,211
-185,536
-42% -$14.1M 0.04% 164
2021
Q3 		$31.2M Buy
442,747
+11,663
+3% +$901K 0.06% 131
2021
Q2 		$33.7M Buy
431,084
+20,938
+5% +$1.61M 0.06% 113
2021
Q1 		$29.5M Sell
410,146
-1,401
-0.3% -$105K 0.06% 124
2020
Q4 		$32.3M Sell
411,547
-11,805
-3% -$875K 0.07% 112
2020
Q3 		$30.6M Buy
423,352
+111,060
+36% +$7.91M 0.08% 99
2020
Q2 		$21.4M Sell
312,292
-5,768
-2% -$396K 0.06% 115
2020
Q1 		$20M Sell
318,060
-12,858
-4% -$915K 0.07% 112
2019
Q4 		$24.3M Buy
330,918
+20,108
+6% +$1.39M 0.07% 108
2019
Q3 		$21.2M Buy
310,810
+4,707
+2% +$333K 0.07% 110
2019
Q2 		$22.4M Sell
306,103
-38,579
-11% -$2.6M 0.08% 105
2019
Q1 		$19.7M Buy
344,682
+6,968
+2% +$388K 0.07% 104
2018
Q4 		$17.7M Sell
337,714
-34,262
-9% -$1.99M 0.07% 101
2018
Q3 		$24M Buy
371,976
+5,719
+2% +$364K 0.09% 89
2018
Q2 		$21.9M Buy
366,257
+17,196
+5% +$1.02M 0.09% 89
2018
Q1 		$20.2M Buy
349,061
+2,865
+0.8% +$186K 0.08% 90
2017
Q4 		$23.3M Buy
346,196
+1,727
+0.5% +$119K 0.1% 84
2017
Q3 		$24.6M Sell
344,469
-6,502
-2% -$431K 0.11% 82
2017
Q2 		$23.3M Buy
350,971
+4,861
+1% +$311K 0.12% 80
2017
Q1 		$20.4M Sell
346,110
-784
-0.2% -$42.4K 0.11% 84
2016
Q4 		$16.4M Sell
346,894
-17,885
-5% -$949K 0.1% 92
2016
Q3 		$22.5M Buy
364,779
+50,489
+16% +$3.19M 0.14% 73
2016
Q2 		$18.4M Buy
314,290
+10,895
+4% +$607K 0.13% 73
2016
Q1 		$16.1M Buy
303,395
+814
+0.3% +$44.3K 0.13% 78
2015
Q4 		$18.2M Buy
302,581
+87,647
+41% +$5.39M 0.15% 75
2015
Q3 		$12.9M Sell
214,934
-2,566
-1% -$168K 0.11% 85
2015
Q2 		$15M Buy
217,500
+6,725
+3% +$471K 0.14% 74
2015
Q1 		$15.4M Sell
210,775
-900
-0.4% -$62.3K 0.15% 69
2014
Q4 		$13.7M Buy
211,675
+12,516
+6% +$779K 0.14% 72
2014
Q3 		$11.9M Buy
199,159
+17,968
+10% +$1.01M 0.14% 77
2014
Q2 		$9.35M Buy
181,191
+9,715
+6% +$511K 0.12% 86
2014
Q1 		$9.65M Buy
171,476
+8,332
+5% +$481K 0.15% 73
2013
Q4 		$9.09M Buy
163,144
+2,861
+2% +$160K 0.16% 69
2013
Q3 		$8.42M Sell
160,283
-138,993
-46% -$6.77M 0.17% 64
2013
Q2 		$7.19M Buy
+299,276
New +$14.3M 0.17% 59

Other funds holding CERN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Creative Planning's CERN Position: Q2 2022 in Review

Creative Planning sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 214,148 shares — an estimated $20M sold.

Creative Planning first reported a position in CERN in Q2 2013 and held it in 36 quarters. The position peaked at $33.7M in Q2 2021. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Creative Planning reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 214,148 Cerner Corp shares in Q2 2022, an estimated $20M.
  • Creative Planning first reported a position in Cerner Corp in Q2 2013 and held it in 36 quarters.
  • Creative Planning's Cerner Corp position peaked at $33.7M in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.