Ellevest Inc’s Cerner Corp CERN Stock Holding History

Ellevest Inc’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	-505	Closed	-$47K	–	1821
2022 Q1	$47K	Sell	505 -476	-49%	-$44.1K	﹤0.01%	549
2021 Q4	$91K	Buy	981 +333	+51%	+$25.3K	0.01%	409
2021 Q3	$46K	Buy	648 +20	+3%	+$1.54K	﹤0.01%	507
2021 Q2	$49K	Sell	628 -11	-2%	-$846	﹤0.01%	482
2021 Q1	$46K	Sell	639 -441	-41%	-$33.1K	0.01%	499
2020 Q4	$85K	Buy	1,080 +109	+11%	+$8.08K	0.01%	347
2020 Q3	$70K	Buy	971 +457	+89%	+$32.6K	0.01%	322
2020 Q2	$35K	Buy	514 +178	+53%	+$12.2K	0.01%	409
2020 Q1	$21K	Buy	336 +31	+10%	+$2.21K	0.01%	432
2019 Q4	$22K	Buy	305 +276	+952%	+$19.1K	0.01%	401
2019 Q3	$2K	Buy	+29	New	+$2.05K	﹤0.01%	358

Other funds holding CERN

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 $567M AUM 16.01% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Ellevest Inc's CERN Position: Q2 2022 in Review

Ellevest Inc sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 505 shares — an estimated $47K sold.

Ellevest Inc first reported a position in CERN in Q3 2019 and held it in 11 quarters. The position peaked at $91K in Q4 2021. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

Ellevest Inc reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
Ellevest Inc sold 505 Cerner Corp shares in Q2 2022, an estimated $47K.
Ellevest Inc first reported a position in Cerner Corp in Q3 2019 and held it in 11 quarters.
Ellevest Inc's Cerner Corp position peaked at $91K in Q4 2021.
5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.