GA
CERN

GoalVest Advisory’s Cerner Corp CERN Stock Holding History

GoalVest Advisory’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
-3
Closed – – 568
2022
Q1 		$0 Buy
+3
New +$278 ﹤0.01% 519
2021
Q2 		$20K Sell
259
-5,758
-96% -$443K 0.01% 177
2021
Q1 		$433K Sell
6,017
-488
-8% -$36.7K 0.32% 92
2020
Q4 		$511K Buy
+6,505
New +$482K 0.43% 68

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

GoalVest Advisory's CERN Position: Q2 2022 in Review

GoalVest Advisory sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 3 shares.

GoalVest Advisory first reported a position in CERN in Q4 2020 and held it in 4 quarters. The position peaked at $511K in Q4 2020. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • GoalVest Advisory reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 3 Cerner Corp shares in Q2 2022.
  • GoalVest Advisory first reported a position in Cerner Corp in Q4 2020 and held it in 4 quarters.
  • GoalVest Advisory's Cerner Corp position peaked at $511K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.