Wealth Enhancement Advisory Services
CERN

Wealth Enhancement Advisory Services’s Cerner Corp CERN Stock Holding History

Wealth Enhancement Advisory Services’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
2020
Q4 		– Sell
-22,294
Closed -$1.65M – 254
2020
Q3 		$1.65M Buy
22,294
+5,006
+29% +$357K 0.04% 143
2020
Q2 		$1.25M Sell
17,288
-29,657
-63% -$2.04M 0.04% 167
2020
Q1 		$3.37M Buy
46,945
+18,476
+65% +$1.31M 0.12% 79
2019
Q4 		$2.09M Buy
+28,469
New +$1.97M 0.07% 106
2018
Q4 		– Sell
-30,546
Closed -$1.89M – 215
2018
Q3 		$1.89M Buy
30,546
+11,701
+62% +$744K 0.11% 64
2018
Q2 		$1.2M Buy
+18,845
New +$1.12M 0.07% 100
2018
Q1 		– Sell
-13,872
Closed -$1.01M – 188
2017
Q4 		$1.01M Buy
13,872
+32
+0.2% +$2.21K 0.07% 111
2017
Q3 		$990K Buy
+13,840
New +$918K 0.08% 97

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
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

Wealth Enhancement Advisory Services's CERN Position: Q4 2020 in Review

Wealth Enhancement Advisory Services sold out of Cerner Corp (CERN) in Q4 2020, closing a stake of 22,294 shares — an estimated $1.65M sold.

Wealth Enhancement Advisory Services first reported a position in CERN in Q3 2017 and held it in 8 quarters. The position peaked at $3.37M in Q1 2020. 794 funds tracked by Wall St. Rank hold CERN as of Q4 2020.

  • Wealth Enhancement Advisory Services reported no remaining Cerner Corp position as of Q4 2020 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 22,294 Cerner Corp shares in Q4 2020, an estimated $1.65M.
  • Wealth Enhancement Advisory Services first reported a position in Cerner Corp in Q3 2017 and held it in 8 quarters.
  • Wealth Enhancement Advisory Services's Cerner Corp position peaked at $3.37M in Q1 2020.
  • 794 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2020.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2020, filed 10 Feb 2021.