SWA
CERN

SOA Wealth Advisors’s Cerner Corp CERN Stock Holding History

SOA 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
2022
Q2 		– Sell
-409
Closed -$38K – 1082
2022
Q1 		$38K Hold
409
– – 0.01% 351
2021
Q4 		$38K Hold
409
– – 0.01% 337
2021
Q3 		$28K Sell
409
-14
-3% -$1.08K 0.01% 398
2021
Q2 		$33K Buy
423
+189
+81% +$14.5K 0.01% 374
2021
Q1 		$16K Sell
234
-62
-21% -$4.66K ﹤0.01% 441
2020
Q4 		$23K Buy
+296
New +$21.9K 0.01% 381

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

SOA Wealth Advisors's CERN Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 409 shares — an estimated $38K sold.

SOA Wealth Advisors first reported a position in CERN in Q4 2020 and held it in 6 quarters. The position peaked at $38K in Q1 2022. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 409 Cerner Corp shares in Q2 2022, an estimated $38K.
  • SOA Wealth Advisors first reported a position in Cerner Corp in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Cerner Corp position peaked at $38K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.