RWA
CERN

Ropes Wealth Advisors’s Cerner Corp CERN Stock Holding History

Ropes 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
-347
Closed -$27K – 858
2020
Q4 		$27K Buy
347
+5
+1% +$371 ﹤0.01% 453
2020
Q3 		$25K Sell
342
-65
-16% -$4.63K ﹤0.01% 408
2020
Q2 		$28K Buy
407
+65
+19% +$4.47K 0.01% 365
2020
Q1 		$22K Buy
+342
New +$24.3K 0.01% 357
2016
Q2 		– Sell
-80
Closed -$4K – 538
2016
Q1 		$4K Buy
+80
New +$4.36K ﹤0.01% 368

Other funds holding CERN

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

Ropes Wealth Advisors's CERN Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Cerner Corp (CERN) in Q1 2021, closing a stake of 347 shares — an estimated $27K sold.

Ropes Wealth Advisors first reported a position in CERN in Q1 2016 and held it in 5 quarters. The position peaked at $28K in Q2 2020. 797 funds tracked by Wall St. Rank hold CERN as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Cerner Corp position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 347 Cerner Corp shares in Q1 2021, an estimated $27K.
  • Ropes Wealth Advisors first reported a position in Cerner Corp in Q1 2016 and held it in 5 quarters.
  • Ropes Wealth Advisors's Cerner Corp position peaked at $28K in Q2 2020.
  • 797 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.