LWS
CERN

Lucia Wealth Services’s Cerner Corp CERN Stock Holding History

Lucia Wealth Services’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 		$1.45M Buy
20,035
+4,184
+26% +$298K 0.34% 54
2020
Q2 		$1.09M Buy
15,851
+762
+5% +$52.4K 0.29% 58
2020
Q1 		$950K Sell
15,089
-3,062
-17% -$218K 0.31% 53
2019
Q4 		$1.33M Buy
18,151
+2,766
+18% +$191K 0.41% 53
2019
Q3 		$1.05M Sell
15,385
-346
-2% -$24.5K 0.35% 58
2019
Q2 		$1.15M Buy
+15,731
New +$1.06M 0.4% 50

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

Lucia Wealth Services's CERN Position: Q3 2020 in Review

Lucia Wealth Services increased its Cerner Corp (CERN) stake by 26% in Q3 2020, buying an estimated $298K and bringing the position to 20,035 shares worth $1.45M. The position accounts for 0.34% of the portfolio, ranked #54.

Lucia Wealth Services first reported a position in CERN in Q2 2019 and has held it in 6 quarters since. 754 funds tracked by Wall St. Rank hold CERN as of Q3 2020.

  • Lucia Wealth Services held 20,035 shares of Cerner Corp worth $1.45M as of Q3 2020.
  • Lucia Wealth Services bought 4,184 Cerner Corp shares in Q3 2020, an estimated $298K.
  • Cerner Corp made up 0.34% of Lucia Wealth Services's portfolio in Q3 2020, its #54 holding.
  • Lucia Wealth Services first reported a position in Cerner Corp in Q2 2019 and has held it in 6 quarters since.
  • 754 funds tracked by Wall St. Rank held Cerner Corp as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.