VFA
CERN

Valeo Financial Advisors’s Cerner Corp CERN Stock Holding History

Valeo Financial 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
-2,930
Closed -$274K – 671
2022
Q1 		$274K Buy
2,930
+36
+1% +$3.33K 0.01% 470
2021
Q4 		$269K Buy
2,894
+54
+2% +$4.11K 0.01% 438
2021
Q3 		$200K Buy
2,840
+20
+0.7% +$1.54K 0.01% 502
2021
Q2 		$220K Buy
2,820
+2,662
+1,685% +$205K 0.01% 426
2021
Q1 		$11K Buy
158
+13
+9% +$977 ﹤0.01% 1349
2020
Q4 		$11K Buy
145
+70
+93% +$5.19K ﹤0.01% 1191
2020
Q3 		$5K Sell
75
-599
-89% -$42.7K ﹤0.01% 1278
2020
Q2 		$46K Buy
674
+5
+0.7% +$344 ﹤0.01% 766
2020
Q1 		$45K Buy
669
+17
+3% +$1.21K ﹤0.01% 647
2019
Q4 		$48K Sell
652
-31
-5% -$2.14K ﹤0.01% 668
2019
Q3 		$47K Buy
683
+13
+2% +$920 0.01% 628
2019
Q2 		$49K Buy
+670
New +$45.2K 0.01% 609
2018
Q4 		– Sell
-242
Closed -$14K – 1804
2018
Q3 		$14K Hold
242
– – ﹤0.01% 884
2018
Q2 		$16K Hold
242
– – ﹤0.01% 836
2018
Q1 		$14K Sell
242
-186
-43% -$12.1K ﹤0.01% 847
2017
Q4 		$29K Buy
428
+242
+130% +$16.7K ﹤0.01% 590
2017
Q3 		$13K Buy
+186
New +$12.3K ﹤0.01% 645

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

Valeo Financial Advisors's CERN Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 2,930 shares — an estimated $274K sold.

Valeo Financial Advisors first reported a position in CERN in Q3 2017 and held it in 17 quarters. The position peaked at $274K in Q1 2022. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Valeo Financial Advisors reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,930 Cerner Corp shares in Q2 2022, an estimated $274K.
  • Valeo Financial Advisors first reported a position in Cerner Corp in Q3 2017 and held it in 17 quarters.
  • Valeo Financial Advisors's Cerner Corp position peaked at $274K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.