PFGIA
CERN

Patriot Financial Group Insurance Agency’s Cerner Corp CERN Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-12
Closed -$1K – 2043
2020
Q3 		$1K Buy
12
+4
+50% +$285 ﹤0.01% 1648
2020
Q2 		$1K Buy
8
+5
+167% +$344 ﹤0.01% 1627
2020
Q1 		$0 Buy
+3
New +$213 ﹤0.01% 1795
2019
Q3 		– Sell
-10
Closed -$1K – 1511
2019
Q2 		$1K Sell
10
-5
-33% -$337 ﹤0.01% 1390
2019
Q1 		$1K Buy
+15
New +$835 ﹤0.01% 1201

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $37.4B AUM 35.42% 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 $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CERN Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Cerner Corp (CERN) in Q4 2020, closing a stake of 12 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CERN in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q3 2020. 794 funds tracked by Wall St. Rank hold CERN as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Cerner Corp position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12 Cerner Corp shares in Q4 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Cerner Corp in Q1 2019 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Cerner Corp position peaked at $1K in Q3 2020.
  • 794 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.