RPWA
CERN

Regent Peak Wealth Advisors’s Cerner Corp CERN Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-628
Closed -$49K – 1112
2020
Q4 		$49K Buy
+628
New +$46.5K 0.02% 314

Other funds holding CERN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's CERN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Cerner Corp (CERN) in Q1 2021, closing a stake of 628 shares — an estimated $49K sold.

Regent Peak Wealth Advisors first reported a position in CERN in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 797 funds tracked by Wall St. Rank hold CERN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Cerner Corp position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 628 Cerner Corp shares in Q1 2021, an estimated $49K.
  • Regent Peak Wealth Advisors first reported a position in Cerner Corp in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Cerner Corp position peaked at $49K in Q4 2020.
  • 797 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.