JWM
CERN

JGP Wealth Management’s Cerner Corp CERN Stock Holding History

JGP Wealth 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
2022
Q2 		– Sell
-8,842
Closed -$826K – 165
2022
Q1 		$826K Sell
8,842
-9,122
-51% -$844K 0.15% 86
2021
Q4 		$1.66M Buy
17,964
+2,101
+13% +$160K 0.31% 60
2021
Q3 		$1.12M Buy
15,863
+650
+4% +$50.2K 0.24% 71
2021
Q2 		$1.19M Buy
15,213
+1,859
+14% +$143K 0.26% 68
2021
Q1 		$960K Buy
13,354
+843
+7% +$63.3K 0.22% 74
2020
Q4 		$1M Buy
12,511
+1,056
+9% +$78.3K 0.23% 69
2020
Q3 		$819K Buy
11,455
+801
+8% +$57.1K 0.22% 71
2020
Q2 		$745K Sell
10,654
-147
-1% -$10.1K 0.22% 71
2020
Q1 		$717K Buy
10,801
+2,951
+38% +$210K 0.25% 74
2019
Q4 		$581K Hold
7,850
– – 0.17% 85
2019
Q3 		$522K Hold
7,850
– – 0.18% 85
2019
Q2 		$575K Hold
7,850
– – 0.2% 86
2019
Q1 		$449K Hold
7,850
– – 0.17% 89
2018
Q4 		$412K Hold
7,850
– – 0.17% 89
2018
Q3 		$506K Hold
7,850
– – 0.2% 85
2018
Q2 		$469K Buy
+7,850
New +$464K 0.2% 87

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

JGP Wealth Management's CERN Position: Q2 2022 in Review

JGP Wealth Management sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 8,842 shares — an estimated $826K sold.

JGP Wealth Management first reported a position in CERN in Q2 2018 and held it in 16 quarters. The position peaked at $1.66M in Q4 2021. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • JGP Wealth Management reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • JGP Wealth Management sold 8,842 Cerner Corp shares in Q2 2022, an estimated $826K.
  • JGP Wealth Management first reported a position in Cerner Corp in Q2 2018 and held it in 16 quarters.
  • JGP Wealth Management's Cerner Corp position peaked at $1.66M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on JGP Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.