LFA
CERN

Legacy Financial Advisors’s Cerner Corp CERN Stock Holding History

Legacy Financial 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
Q1 		– Sell
-2,593
Closed -$203K – 169
2020
Q4 		$203K Sell
2,593
-438
-14% -$32.5K 0.06% 142
2020
Q3 		$219K Buy
+3,031
New +$216K 0.07% 116
2020
Q1 		– Sell
-10,404
Closed -$764K – 122
2019
Q4 		$764K Buy
10,404
+2,365
+29% +$164K 0.24% 41
2019
Q3 		$548K Sell
8,039
-280
-3% -$19.8K 0.18% 55
2019
Q2 		$610K Sell
8,319
-141
-2% -$9.51K 0.22% 49
2019
Q1 		$484K Sell
8,460
-653
-7% -$36.4K 0.16% 61
2018
Q4 		$478K Buy
9,113
+7,587
+497% +$440K 0.19% 55
2018
Q3 		$98K Buy
1,526
+48
+3% +$3.05K 0.04% 172
2018
Q2 		$91K Buy
1,478
+490
+50% +$29K 0.03% 178
2018
Q1 		$56K Buy
988
+935
+1,764% +$60.8K 0.02% 232
2017
Q4 		$3K Buy
+53
New +$3.66K ﹤0.01% 716

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
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's CERN Position: Q1 2021 in Review

Legacy Financial Advisors sold out of Cerner Corp (CERN) in Q1 2021, closing a stake of 2,593 shares — an estimated $203K sold.

Legacy Financial Advisors first reported a position in CERN in Q4 2017 and held it in 11 quarters. The position peaked at $764K in Q4 2019. 797 funds tracked by Wall St. Rank hold CERN as of Q1 2021.

  • Legacy Financial Advisors reported no remaining Cerner Corp position as of Q1 2021 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,593 Cerner Corp shares in Q1 2021, an estimated $203K.
  • Legacy Financial Advisors first reported a position in Cerner Corp in Q4 2017 and held it in 11 quarters.
  • Legacy Financial Advisors's Cerner Corp position peaked at $764K in Q4 2019.
  • 797 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2021.

Based on Legacy Financial Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.