Mark Sheptoff Financial Planning’s Cerner Corp CERN Stock Holding History

Mark Sheptoff Financial Planning’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	-4,000	Closed	-$374K	–	444
2022 Q1	$374K	Sell	4,000 -1,100	-22%	-$102K	0.19%	78
2021 Q4	$474K	Sell	5,100 -100	-2%	-$7.61K	0.23%	68
2021 Q3	$367K	Hold	5,200	–	–	0.2%	75
2021 Q2	$406K	Hold	5,200	–	–	0.22%	71
2021 Q1	$374K	Hold	5,200	–	–	0.21%	69
2020 Q4	$408K	Hold	5,200	–	–	0.23%	67
2020 Q3	$376K	Hold	5,200	–	–	0.23%	64
2020 Q2	$356K	Hold	5,200	–	–	0.23%	67
2020 Q1	$328K	Hold	5,200	–	–	0.25%	58
2019 Q4	$382K	Hold	5,200	–	–	0.24%	66
2019 Q3	$354K	Hold	5,200	–	–	0.24%	65
2019 Q2	$381K	Hold	5,200	–	–	0.26%	66
2019 Q1	$297K	Sell	5,200 -100	-2%	-$5.57K	0.21%	75
2018 Q4	$278K	Sell	5,300 -2,050	-28%	-$119K	0.23%	69
2018 Q3	$473K	Sell	7,350 -700	-9%	-$44.5K	0.32%	65
2018 Q2	$481K	Hold	8,050	–	–	0.36%	63
2018 Q1	$467K	Hold	8,050	–	–	0.32%	69
2017 Q4	$542K	Sell	8,050 -300	-4%	-$20.7K	0.35%	63
2017 Q3	$596K	Sell	8,350 -1,000	-11%	-$66.4K	0.4%	59
2017 Q2	$621K	Sell	9,350 -1	-0%	-$64	0.43%	59
2017 Q1	$550K	Sell	9,351 -6,249	-40%	-$338K	0.39%	64
2016 Q4	$739K	Sell	15,600 -16,950	-52%	-$900K	0.55%	50
2016 Q3	$2.01M	Hold	32,550	–	–	1.49%	19
2016 Q2	$1.91M	Buy	32,550 +17,750	+120%	+$989K	1.43%	20
2016 Q1	$784K	Buy	14,800 +3,600	+32%	+$196K	0.64%	42
2015 Q4	$674K	Hold	11,200	–	–	0.55%	50
2015 Q3	$672K	Sell	11,200 -150	-1%	-$9.8K	0.59%	47
2015 Q2	$784K	Hold	11,350	–	–	0.63%	48
2015 Q1	$832K	Hold	11,350	–	–	0.69%	41
2014 Q4	$734K	Buy	11,350 +150	+1%	+$9.33K	0.65%	47
2014 Q3	$667K	Hold	11,200	–	–	0.59%	50
2014 Q2	$578K	Sell	11,200 -800	-7%	-$42.1K	0.49%	57
2014 Q1	$675K	Buy	+12,000	New	+$692K	0.6%	50

Other funds holding CERN

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

Mark Sheptoff Financial Planning's CERN Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 4,000 shares — an estimated $374K sold.

Mark Sheptoff Financial Planning first reported a position in CERN in Q1 2014 and held it in 33 quarters. The position peaked at $2.01M in Q3 2016. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

Mark Sheptoff Financial Planning reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 4,000 Cerner Corp shares in Q2 2022, an estimated $374K.
Mark Sheptoff Financial Planning first reported a position in Cerner Corp in Q1 2014 and held it in 33 quarters.
Mark Sheptoff Financial Planning's Cerner Corp position peaked at $2.01M in Q3 2016.
5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.