RIA
CERN

Realta Investment Advisors’s Cerner Corp CERN Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-626
Closed -$43K – 1533
2019
Q4 		$43K Buy
626
+100
+19% +$6.92K 0.01% 710
2019
Q3 		$36K Sell
526
-900
-63% -$63.7K 0.01% 764
2019
Q2 		$104K Buy
1,426
+200
+16% +$13.5K 0.03% 491
2019
Q1 		$71K Buy
+1,226
New +$68.3K 0.03% 465

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Realta Investment Advisors's CERN Position: Q1 2020 in Review

Realta Investment Advisors sold out of Cerner Corp (CERN) in Q1 2020, closing a stake of 626 shares — an estimated $43K sold.

Realta Investment Advisors first reported a position in CERN in Q1 2019 and held it in 4 quarters. The position peaked at $104K in Q2 2019. 753 funds tracked by Wall St. Rank hold CERN as of Q1 2020.

  • Realta Investment Advisors reported no remaining Cerner Corp position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 626 Cerner Corp shares in Q1 2020, an estimated $43K.
  • Realta Investment Advisors first reported a position in Cerner Corp in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Cerner Corp position peaked at $104K in Q2 2019.
  • 753 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.