W
CERN

Wealthfront’s Cerner Corp CERN Stock Holding History

Wealthfront’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
2018
Q3 		$297K Buy
4,611
+182
+4% +$11.6K ﹤0.01% 445
2018
Q2 		$265K Buy
4,429
+538
+14% +$31.8K ﹤0.01% 453
2018
Q1 		$226K Sell
3,891
-1,634
-30% -$106K ﹤0.01% 477
2017
Q4 		$372K Buy
5,525
+387
+8% +$26.7K ﹤0.01% 405
2017
Q3 		$366K Sell
5,138
-342
-6% -$22.7K ﹤0.01% 385
2017
Q2 		$364K Buy
5,480
+1,467
+37% +$93.7K 0.01% 346
2017
Q1 		$236K Buy
+4,013
New +$217K ﹤0.01% 390
2016
Q4 		– Sell
-4,484
Closed -$277K – 408
2016
Q3 		$277K Buy
+4,484
New +$283K 0.01% 289
2016
Q1 		– Sell
-4,622
Closed -$278K – 362
2015
Q4 		$278K Buy
4,622
+1,740
+60% +$107K 0.01% 231
2015
Q3 		$173K Buy
2,882
+534
+23% +$34.9K 0.01% 304
2015
Q2 		$162K Sell
2,348
-106
-4% -$7.42K 0.01% 304
2015
Q1 		$180K Buy
2,454
+749
+44% +$51.9K 0.01% 268
2014
Q4 		$110K Buy
1,705
+472
+38% +$29.4K 0.01% 339
2014
Q3 		$73K Buy
1,233
+655
+113% +$36.8K 0.01% 346
2014
Q2 		$30K Sell
578
-440
-43% -$23.1K ﹤0.01% 453
2014
Q1 		$58K Buy
+1,018
New +$58.7K 0.01% 230

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Wealthfront's CERN Position: Q3 2018 in Review

Wealthfront increased its Cerner Corp (CERN) stake by 4.1% in Q3 2018, buying an estimated $11.6K and bringing the position to 4,611 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Wealthfront first reported a position in CERN in Q1 2014 and has held it in 16 quarters since. The position peaked at $372K in Q4 2017. 734 funds tracked by Wall St. Rank hold CERN as of Q3 2018.

  • Wealthfront held 4,611 shares of Cerner Corp worth $297K as of Q3 2018.
  • Wealthfront bought 182 Cerner Corp shares in Q3 2018, an estimated $11.6K.
  • Cerner Corp made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #445 holding.
  • Wealthfront first reported a position in Cerner Corp in Q1 2014 and has held it in 16 quarters since.
  • Wealthfront's Cerner Corp position peaked at $372K in Q4 2017.
  • 734 funds tracked by Wall St. Rank held Cerner Corp as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.