EHWM
CERN

Eads & Heald Wealth Management’s Cerner Corp CERN Stock Holding History

Eads & Heald 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
Q2 		– Sell
-22,641
Closed -$2.12M – 153
2022
Q1 		$2.12M Buy
22,641
+441
+2% +$40.8K 0.98% 45
2021
Q4 		$2.06M Sell
22,200
-46
-0.2% -$3.5K 0.9% 52
2021
Q3 		$1.57M Buy
22,246
+509
+2% +$39.3K 0.76% 64
2021
Q2 		$1.7M Sell
21,737
-211
-1% -$16.2K 0.83% 59
2021
Q1 		$1.58M Buy
21,948
+202
+0.9% +$15.2K 0.81% 62
2020
Q4 		$1.71M Buy
21,746
+275
+1% +$20.4K 0.92% 52
2020
Q3 		$1.55M Sell
21,471
-1,978
-8% -$141K 0.93% 53
2020
Q2 		$1.61M Sell
23,449
-765
-3% -$52.6K 0.98% 49
2020
Q1 		$1.52M Sell
24,214
-525
-2% -$37.3K 1.08% 39
2019
Q4 		$1.82M Buy
24,739
+432
+2% +$29.9K 0.96% 49
2019
Q3 		$1.66M Sell
24,307
-642
-3% -$45.4K 0.93% 54
2019
Q2 		$1.83M Sell
24,949
-110
-0.4% -$7.42K 1.03% 46
2019
Q1 		$1.43M Buy
25,059
+1,098
+5% +$61.1K 0.83% 58
2018
Q4 		$1.26M Sell
23,961
-2,268
-9% -$131K 0.84% 59
2018
Q3 		$1.69M Sell
26,229
-175
-0.7% -$11.1K 0.97% 49
2018
Q2 		$1.58M Buy
26,404
+188
+0.7% +$11.1K 0.97% 48
2018
Q1 		$1.52M Sell
26,216
-1,090
-4% -$70.8K 0.96% 48
2017
Q4 		$1.84M Sell
27,306
-94
-0.3% -$6.5K 1.08% 39
2017
Q3 		$1.95M Buy
27,400
+84
+0.3% +$5.57K 1.21% 25
2017
Q2 		$1.82M Sell
27,316
-1,164
-4% -$74.4K 1.16% 33
2017
Q1 		$1.68M Buy
28,480
+975
+4% +$52.7K 1.08% 39
2016
Q4 		$1.3M Sell
27,505
-3,652
-12% -$194K 0.89% 56
2016
Q3 		$1.92M Buy
31,157
+1,291
+4% +$81.5K 1.33% 14
2016
Q2 		$1.75M Buy
29,866
+354
+1% +$19.7K 1.2% 29
2016
Q1 		$1.56M Buy
29,512
+7,708
+35% +$420K 1.08% 38
2015
Q4 		$1.31M Buy
21,804
+45
+0.2% +$2.77K 0.91% 50
2015
Q3 		$1.3M Buy
21,759
+1,064
+5% +$69.5K 0.93% 47
2015
Q2 		$1.43M Sell
20,695
-37
-0.2% -$2.59K 0.94% 52
2015
Q1 		$1.52M Sell
20,732
-2,831
-12% -$196K 0.98% 47
2014
Q4 		$1.52M Sell
23,563
-262
-1% -$16.3K 0.97% 49
2014
Q3 		$1.42M Sell
23,825
-1,345
-5% -$75.6K 0.96% 51
2014
Q2 		$1.3M Sell
25,170
-2,017
-7% -$106K 0.86% 56
2014
Q1 		$1.53M Buy
27,187
+866
+3% +$50K 1.01% 48
2013
Q4 		$1.47M Buy
26,321
+11,341
+76% +$636K 0.97% 51
2013
Q3 		$787K Buy
14,980
+7,970
+114% +$388K 0.56% 77
2013
Q2 		$337K Buy
+7,010
New +$335K 0.24% 101

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

Eads & Heald Wealth Management's CERN Position: Q2 2022 in Review

Eads & Heald Wealth Management sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 22,641 shares — an estimated $2.12M sold.

Eads & Heald Wealth Management first reported a position in CERN in Q2 2013 and held it in 36 quarters. The position peaked at $2.12M in Q1 2022. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Eads & Heald Wealth Management reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 22,641 Cerner Corp shares in Q2 2022, an estimated $2.12M.
  • Eads & Heald Wealth Management first reported a position in Cerner Corp in Q2 2013 and held it in 36 quarters.
  • Eads & Heald Wealth Management's Cerner Corp position peaked at $2.12M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.