DWM
CERN

Doyle Wealth Management’s Cerner Corp CERN Stock Holding History

Doyle 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
2019
Q3 		– Sell
-35
Closed -$3K – 820
2019
Q2 		$3K Buy
+35
New +$2.36K ﹤0.01% 782
2019
Q1 		– Sell
-35
Closed -$2K – 817
2018
Q4 		$2K Buy
+35
New +$2.03K ﹤0.01% 809

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

Doyle Wealth Management's CERN Position: Q3 2019 in Review

Doyle Wealth Management sold out of Cerner Corp (CERN) in Q3 2019, closing a stake of 35 shares — an estimated $3K sold.

Doyle Wealth Management first reported a position in CERN in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 729 funds tracked by Wall St. Rank hold CERN as of Q3 2019.

  • Doyle Wealth Management reported no remaining Cerner Corp position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 35 Cerner Corp shares in Q3 2019, an estimated $3K.
  • Doyle Wealth Management first reported a position in Cerner Corp in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Cerner Corp position peaked at $3K in Q2 2019.
  • 729 funds tracked by Wall St. Rank held Cerner Corp as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.