EWM
CERN

Evermay Wealth Management’s Cerner Corp CERN Stock Holding History

Evermay 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
-50
Closed -$5K – 579
2022
Q1 		$5K Sell
50
-1,300
-96% -$120K ﹤0.01% 460
2021
Q4 		$125K Sell
1,350
-831
-38% -$63.2K 0.02% 208
2021
Q3 		$154K Hold
2,181
– – 0.03% 182
2021
Q2 		$170K Buy
+2,181
New +$168K 0.03% 190

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 $567M AUM 16.01% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Evermay Wealth Management's CERN Position: Q2 2022 in Review

Evermay Wealth Management sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 50 shares — an estimated $5K sold.

Evermay Wealth Management first reported a position in CERN in Q2 2021 and held it in 4 quarters. The position peaked at $170K in Q2 2021. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Evermay Wealth Management reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 50 Cerner Corp shares in Q2 2022, an estimated $5K.
  • Evermay Wealth Management first reported a position in Cerner Corp in Q2 2021 and held it in 4 quarters.
  • Evermay Wealth Management's Cerner Corp position peaked at $170K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.