WAM
CERN

Wealthspire Advisors (Maryland)’s Cerner Corp CERN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$446K Sell
6,172
-2,400
-28% -$171K 0.02% 298
2020
Q2 		$588K Buy
8,572
+1,027
+14% +$70.6K 0.04% 226
2020
Q1 		$475K Buy
7,545
+1,363
+22% +$96.9K 0.04% 239
2019
Q4 		$454K Sell
6,182
-140
-2% -$9.68K 0.03% 296
2019
Q3 		$431K Sell
6,322
-491
-7% -$34.8K 0.03% 281
2019
Q2 		$499K Sell
6,813
-7,824
-53% -$528K 0.04% 256
2019
Q1 		$837K Buy
14,637
+796
+6% +$44.3K 0.06% 157
2018
Q4 		$726K Sell
13,841
-8,983
-39% -$521K 0.06% 161
2018
Q3 		$1.47M Buy
22,824
+1,776
+8% +$113K 0.12% 100
2018
Q2 		$1.26M Sell
21,048
-3,184
-13% -$188K 0.11% 105
2018
Q1 		$1.41M Buy
24,232
+1,502
+7% +$97.6K 0.13% 103
2017
Q4 		$1.53M Buy
22,730
+3,347
+17% +$231K 0.15% 99
2017
Q3 		$1.38M Buy
19,383
+3,853
+25% +$256K 0.15% 101
2017
Q2 		$1.03M Buy
15,530
+359
+2% +$22.9K 0.12% 118
2017
Q1 		$893K Buy
15,171
+6,759
+80% +$365K 0.13% 108
2016
Q4 		$398K Buy
8,412
+33
+0.4% +$1.75K 0.06% 214
2016
Q3 		$517K Sell
8,379
-12
-0.1% -$757 0.08% 167
2016
Q2 		$492K Buy
8,391
+343
+4% +$19.1K 0.08% 165
2016
Q1 		$426K Buy
8,048
+182
+2% +$9.91K 0.08% 182
2015
Q4 		$473K Buy
+7,866
New +$484K 0.09% 160

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 $609B AUM 40.19% 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 $37.4B AUM 35.42% 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

Wealthspire Advisors (Maryland)'s CERN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Cerner Corp (CERN) stake by 28% in Q3 2020, selling an estimated $171K and leaving 6,172 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #298.

Wealthspire Advisors (Maryland) first reported a position in CERN in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.53M in Q4 2017. 754 funds tracked by Wall St. Rank hold CERN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,172 shares of Cerner Corp worth $446K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,400 Cerner Corp shares in Q3 2020, an estimated $171K.
  • Cerner Corp made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #298 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Cerner Corp in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Cerner Corp position peaked at $1.53M in Q4 2017.
  • 754 funds tracked by Wall St. Rank held Cerner Corp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.