Polaris Wealth Advisory Group’s Cerner Corp CERN Stock Holding History

Polaris Wealth Advisory Group’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 Q3	–	Sell	-442,412	Closed	-$34.7M	–	210
2021 Q2	$34.7M	Buy	+442,412	New	+$34M	2.06%	16
2018 Q4	–	Sell	-362	Closed	-$23K	–	500
2018 Q3	$23K	Buy	362 +122	+51%	+$7.76K	﹤0.01%	313
2018 Q2	$14K	Sell	240 -362	-60%	-$21.4K	﹤0.01%	190
2018 Q1	$35K	Sell	602 -35,748	-98%	-$2.32M	﹤0.01%	253
2017 Q4	$2.45M	Buy	36,350 +6,754	+23%	+$467K	0.2%	67
2017 Q3	$2.11M	Buy	29,596 +3,180	+12%	+$211K	0.19%	67
2017 Q2	$1.76M	Buy	26,416 +836	+3%	+$53.4K	0.2%	56
2017 Q1	$1.5M	Buy	+25,580	New	+$1.38M	0.16%	63

Other funds holding CERN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polaris Wealth Advisory Group's CERN Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of Cerner Corp (CERN) in Q3 2021, closing a stake of 442,412 shares — an estimated $34.7M sold.

Polaris Wealth Advisory Group first reported a position in CERN in Q1 2017 and held it in 8 quarters. The position peaked at $34.7M in Q2 2021. 767 funds tracked by Wall St. Rank hold CERN as of Q3 2021.

Polaris Wealth Advisory Group reported no remaining Cerner Corp position as of Q3 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 442,412 Cerner Corp shares in Q3 2021, an estimated $34.7M.
Polaris Wealth Advisory Group first reported a position in Cerner Corp in Q1 2017 and held it in 8 quarters.
Polaris Wealth Advisory Group's Cerner Corp position peaked at $34.7M in Q2 2021.
767 funds tracked by Wall St. Rank held Cerner Corp as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.