SWM
CERN

Spire Wealth Management’s Cerner Corp CERN Stock Holding History

Spire 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
-3,145
Closed -$294K – 2882
2022
Q1 		$294K Sell
3,145
-5,875
-65% -$544K 0.01% 736
2021
Q4 		$838K Sell
9,020
-712
-7% -$54.2K 0.02% 522
2021
Q3 		$686K Sell
9,732
-39
-0.4% -$3.01K 0.02% 506
2021
Q2 		$764K Sell
9,771
-741
-7% -$57K 0.02% 493
2021
Q1 		$756K Buy
+10,512
New +$790K 0.02% 533

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 $683M AUM 22.58% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

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

Spire Wealth Management sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 3,145 shares — an estimated $294K sold.

Spire Wealth Management first reported a position in CERN in Q1 2021 and held it in 5 quarters. The position peaked at $838K in Q4 2021. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Spire Wealth Management reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 3,145 Cerner Corp shares in Q2 2022, an estimated $294K.
  • Spire Wealth Management first reported a position in Cerner Corp in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Cerner Corp position peaked at $838K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.