KA
CERN

Kozak & Associates’s Cerner Corp CERN Stock Holding History

Kozak & Associates’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
-165
Closed -$15K – 401
2022
Q1 		$15K Hold
165
– – 0.01% 229
2021
Q4 		$15K Buy
165
+1
+0.6% +$76 0.01% 229
2021
Q3 		$12K Buy
+164
New +$12.7K 0.01% 231

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

Kozak & Associates's CERN Position: Q2 2022 in Review

Kozak & Associates sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 165 shares — an estimated $15K sold.

Kozak & Associates first reported a position in CERN in Q3 2021 and held it in 3 quarters. The position peaked at $15K in Q1 2022. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Kozak & Associates reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Kozak & Associates sold 165 Cerner Corp shares in Q2 2022, an estimated $15K.
  • Kozak & Associates first reported a position in Cerner Corp in Q3 2021 and held it in 3 quarters.
  • Kozak & Associates's Cerner Corp position peaked at $15K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Kozak & Associates's 13F filing for Q2 2022, filed 12 Oct 2022.