GWS
CERN

Glassman Wealth Services’s Cerner Corp CERN Stock Holding History

Glassman Wealth Services’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
-1,337
Closed -$125K – 2124
2022
Q1 		$125K Sell
1,337
-416
-24% -$38.5K 0.02% 224
2021
Q4 		$163K Buy
1,753
+98
+6% +$7.46K 0.03% 178
2021
Q3 		$117K Buy
1,655
+40
+2% +$3.09K 0.02% 219
2021
Q2 		$126K Buy
1,615
+40
+3% +$3.08K 0.03% 204
2021
Q1 		$113K Sell
1,575
-113
-7% -$8.49K 0.02% 207
2020
Q4 		$132K Buy
1,688
+24
+1% +$1.78K 0.03% 189
2020
Q3 		$120K Buy
1,664
+255
+18% +$18.2K 0.03% 175
2020
Q2 		$97K Buy
1,409
+50
+4% +$3.44K 0.03% 179
2020
Q1 		$86K Buy
1,359
+1,251
+1,158% +$89K 0.03% 176
2019
Q4 		$8K Buy
108
+11
+11% +$761 ﹤0.01% 528
2019
Q3 		$7K Buy
97
+10
+11% +$708 ﹤0.01% 501
2019
Q2 		$6K Buy
87
+12
+16% +$810 ﹤0.01% 543
2019
Q1 		$4K Buy
75
+19
+34% +$1.06K ﹤0.01% 601
2018
Q4 		$3K Hold
56
– – ﹤0.01% 516
2018
Q3 		$4K Sell
56
-12
-18% -$763 ﹤0.01% 514
2018
Q2 		$4K Sell
68
-8
-11% -$473 ﹤0.01% 477
2018
Q1 		$4K Sell
76
-19
-20% -$1.23K ﹤0.01% 465
2017
Q4 		$6K Buy
95
+58
+157% +$4.01K ﹤0.01% 385
2017
Q3 		$3K Sell
37
-19
-34% -$1.26K ﹤0.01% 403
2017
Q2 		$4K Sell
56
-10
-15% -$639 ﹤0.01% 381
2017
Q1 		$4K Sell
66
-32
-33% -$1.73K ﹤0.01% 422
2016
Q4 		$5K Buy
98
+8
+9% +$425 ﹤0.01% 436
2016
Q3 		$6K Hold
90
– – 0.01% 354
2016
Q2 		$5K Hold
90
– – ﹤0.01% 389
2016
Q1 		$5K Hold
90
– – ﹤0.01% 382
2015
Q4 		$5K Hold
90
– – ﹤0.01% 374
2015
Q3 		$5K Hold
90
– – ﹤0.01% 369
2015
Q2 		$6K Hold
90
– – ﹤0.01% 372
2015
Q1 		$7K Hold
90
– – 0.01% 370
2014
Q4 		$6K Buy
+90
New +$5.6K ﹤0.01% 418

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

Glassman Wealth Services's CERN Position: Q2 2022 in Review

Glassman Wealth Services sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 1,337 shares — an estimated $125K sold.

Glassman Wealth Services first reported a position in CERN in Q4 2014 and held it in 30 quarters. The position peaked at $163K in Q4 2021. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Glassman Wealth Services reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 1,337 Cerner Corp shares in Q2 2022, an estimated $125K.
  • Glassman Wealth Services first reported a position in Cerner Corp in Q4 2014 and held it in 30 quarters.
  • Glassman Wealth Services's Cerner Corp position peaked at $163K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.