IWP
CERN

Icon Wealth Partners’s Cerner Corp CERN Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-2,031
Closed -$116K – 840
2019
Q1 		$116K Buy
2,031
+61
+3% +$3.4K 0.04% 211
2018
Q4 		$103K Buy
1,970
+53
+3% +$3.07K 0.05% 213
2018
Q3 		$123K Buy
1,917
+210
+12% +$13.4K 0.05% 238
2018
Q2 		$102K Buy
+1,707
New +$101K 0.04% 236
2018
Q1 		– Sell
-1,590
Closed -$107K – 790
2017
Q4 		$107K Buy
+1,590
New +$110K 0.05% 262

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Icon Wealth Partners's CERN Position: Q2 2019 in Review

Icon Wealth Partners sold out of Cerner Corp (CERN) in Q2 2019, closing a stake of 2,031 shares — an estimated $116K sold.

Icon Wealth Partners first reported a position in CERN in Q4 2017 and held it in 5 quarters. The position peaked at $123K in Q3 2018. 721 funds tracked by Wall St. Rank hold CERN as of Q2 2019.

  • Icon Wealth Partners reported no remaining Cerner Corp position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 2,031 Cerner Corp shares in Q2 2019, an estimated $116K.
  • Icon Wealth Partners first reported a position in Cerner Corp in Q4 2017 and held it in 5 quarters.
  • Icon Wealth Partners's Cerner Corp position peaked at $123K in Q3 2018.
  • 721 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.