WPW
CERN

Waldron Private Wealth’s Cerner Corp CERN Stock Holding History

Waldron Private Wealth’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
-3,362
Closed -$315K – 412
2022
Q1 		$315K Buy
3,362
+12
+0.4% +$1.11K 0.02% 300
2021
Q4 		$312K Buy
3,350
+2
+0.1% +$152 0.02% 304
2021
Q3 		$236K Buy
3,348
+334
+11% +$25.8K 0.01% 325
2021
Q2 		$236K Hold
3,014
– – 0.02% 306
2021
Q1 		$216K Hold
3,014
– – 0.02% 288
2020
Q4 		$237K Hold
3,014
– – 0.02% 264
2020
Q3 		$218K Buy
+3,014
New +$215K 0.02% 246
2020
Q1 		– Sell
-2,980
Closed -$219K – 300
2019
Q4 		$219K Sell
2,980
-396
-12% -$27.4K 0.02% 249
2019
Q3 		$230K Hold
3,376
– – 0.02% 224
2019
Q2 		$247K Sell
3,376
-190
-5% -$12.8K 0.03% 211
2019
Q1 		$204K Sell
3,566
-360
-9% -$20K 0.02% 242
2018
Q4 		$205K Buy
3,926
+195
+5% +$11.3K 0.03% 202
2018
Q3 		$240K Sell
3,731
-275
-7% -$17.5K 0.05% 164
2018
Q2 		$239K Sell
4,006
-85
-2% -$5.03K 0.05% 152
2018
Q1 		$237K Hold
4,091
– – 0.05% 146
2017
Q4 		$275K Hold
4,091
– – 0.06% 131
2017
Q3 		$291K Hold
4,091
– – 0.08% 115
2017
Q2 		$271K Sell
4,091
-1,670
-29% -$107K 0.09% 99
2017
Q1 		$339K Buy
+5,761
New +$311K 0.09% 153
2016
Q4 		– Sell
-3,376
Closed -$208K – 158
2016
Q3 		$208K Buy
+3,376
New +$213K 0.08% 134
2016
Q1 		– Sell
-3,500
Closed -$210K – 183
2015
Q4 		$210K Hold
3,500
– – 0.08% 151
2015
Q3 		$209K Sell
3,500
-985
-22% -$64.4K 0.09% 129
2015
Q2 		$301K Buy
4,485
+366
+9% +$25.6K 0.12% 74
2015
Q1 		$302K Sell
4,119
-621
-13% -$43K 0.12% 68
2014
Q4 		$306K Buy
4,740
+350
+8% +$21.8K 0.13% 67
2014
Q3 		$261K Sell
4,390
-566
-11% -$31.8K 0.12% 77
2014
Q2 		$256K Sell
4,956
-86
-2% -$4.52K 0.12% 89
2014
Q1 		$284K Sell
5,042
-80
-2% -$4.62K 0.14% 74
2013
Q4 		$286K Buy
+5,122
New +$287K 0.13% 75

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

Waldron Private Wealth's CERN Position: Q2 2022 in Review

Waldron Private Wealth sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 3,362 shares — an estimated $315K sold.

Waldron Private Wealth first reported a position in CERN in Q4 2013 and held it in 29 quarters. The position peaked at $339K in Q1 2017. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Waldron Private Wealth reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Waldron Private Wealth sold 3,362 Cerner Corp shares in Q2 2022, an estimated $315K.
  • Waldron Private Wealth first reported a position in Cerner Corp in Q4 2013 and held it in 29 quarters.
  • Waldron Private Wealth's Cerner Corp position peaked at $339K in Q1 2017.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Waldron Private Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.