SWM
CERN

SeaCrest Wealth Management’s Cerner Corp CERN Stock Holding History

SeaCrest Wealth Management’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
2022
Q2 		– Sell
-2,965
Closed -$277K – 1634
2022
Q1 		$277K Hold
2,965
– – 0.03% 540
2021
Q4 		$275K Sell
2,965
-6,061
-67% -$461K 0.03% 544
2021
Q3 		$637K Buy
+9,026
New +$697K 0.08% 270
2021
Q1 		– Sell
-2,974
Closed -$233K – 690
2020
Q4 		$233K Buy
+2,974
New +$220K 0.03% 521
2019
Q2 		– Sell
-3,546
Closed -$203K – 2035
2019
Q1 		$203K Sell
3,546
-3,288
-48% -$183K 0.03% 459
2018
Q4 		$358K Sell
6,834
-547
-7% -$31.7K 0.07% 280
2018
Q3 		$475K Buy
7,381
+307
+4% +$19.5K 0.08% 270
2018
Q2 		$423K Sell
7,074
-54
-0.8% -$3.19K 0.08% 289
2018
Q1 		$413K Buy
7,128
+162
+2% +$10.5K 0.08% 289
2017
Q4 		$469K Buy
+6,966
New +$481K 0.09% 255

Other funds holding CERN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

SeaCrest Wealth Management's CERN Position: Q2 2022 in Review

SeaCrest Wealth Management sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 2,965 shares — an estimated $277K sold.

SeaCrest Wealth Management first reported a position in CERN in Q4 2017 and held it in 10 quarters. The position peaked at $637K in Q3 2021. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • SeaCrest Wealth Management reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,965 Cerner Corp shares in Q2 2022, an estimated $277K.
  • SeaCrest Wealth Management first reported a position in Cerner Corp in Q4 2017 and held it in 10 quarters.
  • SeaCrest Wealth Management's Cerner Corp position peaked at $637K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on SeaCrest Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.