HWA
CERN

Heritage Wealth Advisors’s Cerner Corp CERN Stock Holding History

Heritage Wealth Advisors’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
2021
Q2 		– Sell
-2,594
Closed -$186K – 594
2021
Q1 		$186K Hold
2,594
– – 0.01% 210
2020
Q4 		$204K Buy
+2,594
New +$192K 0.01% 195

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's CERN Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Cerner Corp (CERN) in Q2 2021, closing a stake of 2,594 shares — an estimated $186K sold.

Heritage Wealth Advisors first reported a position in CERN in Q4 2020 and held it in 2 quarters. The position peaked at $204K in Q4 2020. 794 funds tracked by Wall St. Rank hold CERN as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining Cerner Corp position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,594 Cerner Corp shares in Q2 2021, an estimated $186K.
  • Heritage Wealth Advisors first reported a position in Cerner Corp in Q4 2020 and held it in 2 quarters.
  • Heritage Wealth Advisors's Cerner Corp position peaked at $204K in Q4 2020.
  • 794 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.