NewSquare Capital’s Cerner Corp CERN Stock Holding History

NewSquare Capital’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 Q2	–	Sell	-600	Closed	-$38K	–	463
2020 Q1	$38K	Buy	+600	New	+$42.7K	0.01%	185
2019 Q3	–	Sell	-600	Closed	-$44K	–	374
2019 Q2	$44K	Hold	600	–	–	0.01%	173
2019 Q1	$34K	Hold	600	–	–	0.01%	182
2018 Q4	$31K	Hold	600	–	–	0.01%	178
2018 Q3	$39K	Hold	600	–	–	0.01%	180
2018 Q2	$36K	Hold	600	–	–	0.01%	186
2018 Q1	$35K	Hold	600	–	–	0.01%	175
2017 Q4	$40K	Hold	600	–	–	0.01%	166
2017 Q3	$43K	Hold	600	–	–	0.01%	141
2017 Q2	$40K	Hold	600	–	–	0.01%	138
2017 Q1	$35K	Hold	600	–	–	0.01%	144
2016 Q4	$28K	Hold	600	–	–	0.01%	168
2016 Q3	$37K	Hold	600	–	–	0.01%	169
2016 Q2	$35K	Hold	600	–	–	0.01%	178
2016 Q1	$32K	Hold	600	–	–	0.01%	185
2015 Q4	$36K	Hold	600	–	–	0.01%	168
2015 Q3	$36K	Hold	600	–	–	0.01%	161
2015 Q2	$41K	Hold	600	–	–	0.01%	170
2015 Q1	$44K	Hold	600	–	–	0.01%	156
2014 Q4	$39K	Hold	600	–	–	0.01%	166
2014 Q3	$36K	Hold	600	–	–	0.01%	178
2014 Q2	$31K	Hold	600	–	–	0.01%	171
2014 Q1	$34K	Hold	600	–	–	0.01%	155
2013 Q4	$33K	Hold	600	–	–	0.02%	135
2013 Q3	$32K	Buy	+600	New	+$29.2K	0.02%	126

Other funds holding CERN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewSquare Capital's CERN Position: Q2 2020 in Review

NewSquare Capital sold out of Cerner Corp (CERN) in Q2 2020, closing a stake of 600 shares — an estimated $38K sold.

NewSquare Capital first reported a position in CERN in Q3 2013 and held it in 25 quarters. The position peaked at $44K in Q2 2019. 752 funds tracked by Wall St. Rank hold CERN as of Q2 2020.

NewSquare Capital reported no remaining Cerner Corp position as of Q2 2020 after selling out during the quarter.
NewSquare Capital sold 600 Cerner Corp shares in Q2 2020, an estimated $38K.
NewSquare Capital first reported a position in Cerner Corp in Q3 2013 and held it in 25 quarters.
NewSquare Capital's Cerner Corp position peaked at $44K in Q2 2019.
752 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2020.

Based on NewSquare Capital's 13F filing for Q2 2020, filed 5 Aug 2020.