Curi Wealth Management’s Cerner Corp CERN Stock Holding History

Curi Wealth 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 Q1	–	Sell	-683	Closed	-$63K	–	684
2021 Q4	$63K	Buy	+683	New	+$52K	0.01%	178
2021 Q1	–	Sell	-683	Closed	-$53K	–	526
2020 Q4	$53K	Buy	+683	New	+$50.6K	0.04%	153

Other funds holding CERN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Curi Wealth Management's CERN Position: Q1 2022 in Review

Curi Wealth Management sold out of Cerner Corp (CERN) in Q1 2022, closing a stake of 683 shares — an estimated $63K sold.

Curi Wealth Management first reported a position in CERN in Q4 2020 and held it in 2 quarters. The position peaked at $63K in Q4 2021. 745 funds tracked by Wall St. Rank hold CERN as of Q1 2022.

Curi Wealth Management reported no remaining Cerner Corp position as of Q1 2022 after selling out during the quarter.
Curi Wealth Management sold 683 Cerner Corp shares in Q1 2022, an estimated $63K.
Curi Wealth Management first reported a position in Cerner Corp in Q4 2020 and held it in 2 quarters.
Curi Wealth Management's Cerner Corp position peaked at $63K in Q4 2021.
745 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.