DWA
CERN

Dougherty Wealth Advisers’s Cerner Corp CERN Stock Holding History

Dougherty Wealth Advisers’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
2021
Q1 		– Sell
-610
Closed -$48K – 150
2020
Q4 		$48K Hold
610
– – 0.08% 101
2020
Q3 		$44K Hold
610
– – 0.15% 107
2020
Q2 		$42K Hold
610
– – 0.15% 107
2020
Q1 		$38K Hold
610
– – 0.15% 110
2019
Q4 		$45K Hold
610
– – 0.14% 124
2019
Q3 		$42K Hold
610
– – 0.14% 120
2019
Q2 		$45K Hold
610
– – 0.13% 128
2019
Q1 		$35K Hold
610
– – 0.12% 131
2018
Q4 		$34K Buy
+610
New +$35.4K 0.11% 134

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dougherty Wealth Advisers's CERN Position: Q1 2021 in Review

Dougherty Wealth Advisers sold out of Cerner Corp (CERN) in Q1 2021, closing a stake of 610 shares — an estimated $48K sold.

Dougherty Wealth Advisers first reported a position in CERN in Q4 2018 and held it in 9 quarters. The position peaked at $48K in Q4 2020. 797 funds tracked by Wall St. Rank hold CERN as of Q1 2021.

  • Dougherty Wealth Advisers reported no remaining Cerner Corp position as of Q1 2021 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 610 Cerner Corp shares in Q1 2021, an estimated $48K.
  • Dougherty Wealth Advisers first reported a position in Cerner Corp in Q4 2018 and held it in 9 quarters.
  • Dougherty Wealth Advisers's Cerner Corp position peaked at $48K in Q4 2020.
  • 797 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2021, filed 6 May 2021.