SWP
CERN

Strategic Wealth Partners’s Cerner Corp CERN Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-697
Closed -$47 – 543
2019
Q3 		$47 Sell
697
-200
-22% -$14.2K ﹤0.01% 303
2019
Q2 		$65K Sell
897
-139
-13% -$9.38K 0.03% 207
2019
Q1 		$60K Sell
1,036
-52
-5% -$2.9K 0.03% 217
2018
Q4 		$62K Sell
1,088
-146
-12% -$8.46K 0.03% 213
2018
Q3 		$79K Sell
1,234
-154
-11% -$9.8K 0.04% 197
2018
Q2 		$83K Sell
1,388
-2,196
-61% -$130K 0.05% 209
2018
Q1 		$208K Sell
3,584
-761
-18% -$49.4K 0.11% 150
2017
Q4 		$285K Buy
+4,345
New +$300K 0.16% 130

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Strategic Wealth Partners's CERN Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Cerner Corp (CERN) in Q4 2019, closing a stake of 697 shares — an estimated $47 sold.

Strategic Wealth Partners first reported a position in CERN in Q4 2017 and held it in 8 quarters. The position peaked at $285K in Q4 2017. 767 funds tracked by Wall St. Rank hold CERN as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Cerner Corp position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 697 Cerner Corp shares in Q4 2019, an estimated $47.
  • Strategic Wealth Partners first reported a position in Cerner Corp in Q4 2017 and held it in 8 quarters.
  • Strategic Wealth Partners's Cerner Corp position peaked at $285K in Q4 2017.
  • 767 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.