KPW
CERN

Kore Private Wealth’s Cerner Corp CERN Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-100
Closed -$6K – 1177
2020
Q2 		$6K Sell
100
-192
-66% -$13.2K ﹤0.01% 897
2020
Q1 		$18K Buy
292
+93
+47% +$6.61K ﹤0.01% 611
2019
Q4 		$15K Buy
+199
New +$13.8K ﹤0.01% 686
2019
Q2 		– Sell
-86
Closed -$5K – 842
2019
Q1 		$5K Hold
86
– – ﹤0.01% 783
2018
Q4 		$5K Buy
+86
New +$4.99K ﹤0.01% 701

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

Kore Private Wealth's CERN Position: Q3 2020 in Review

Kore Private Wealth sold out of Cerner Corp (CERN) in Q3 2020, closing a stake of 100 shares — an estimated $6K sold.

Kore Private Wealth first reported a position in CERN in Q4 2018 and held it in 5 quarters. The position peaked at $18K in Q1 2020. 754 funds tracked by Wall St. Rank hold CERN as of Q3 2020.

  • Kore Private Wealth reported no remaining Cerner Corp position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 100 Cerner Corp shares in Q3 2020, an estimated $6K.
  • Kore Private Wealth first reported a position in Cerner Corp in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Cerner Corp position peaked at $18K in Q1 2020.
  • 754 funds tracked by Wall St. Rank held Cerner Corp as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.