GM
CERN

GeoWealth Management’s Cerner Corp CERN Stock Holding History

GeoWealth 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
Q4 		– Sell
-4,171
Closed -$284K – 241
2019
Q3 		$284K Buy
+4,171
New +$295K 0.06% 160

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

GeoWealth Management's CERN Position: Q4 2019 in Review

GeoWealth Management sold out of Cerner Corp (CERN) in Q4 2019, closing a stake of 4,171 shares — an estimated $284K sold.

GeoWealth Management first reported a position in CERN in Q3 2019 and held it in 1 quarter. The position peaked at $284K in Q3 2019. 767 funds tracked by Wall St. Rank hold CERN as of Q4 2019.

  • GeoWealth Management reported no remaining Cerner Corp position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 4,171 Cerner Corp shares in Q4 2019, an estimated $284K.
  • GeoWealth Management first reported a position in Cerner Corp in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's Cerner Corp position peaked at $284K in Q3 2019.
  • 767 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.