Weatherly Asset Management’s Cerner Corp CERN Stock Holding History

Weatherly Asset Management’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
2021 Q1	–	Sell	-2,890	Closed	-$227K	–	200
2020 Q4	$227K	Hold	2,890	–	–	0.03%	174
2020 Q3	$209K	Sell	2,890 -97	-3%	-$6.91K	0.03%	175
2020 Q2	$205K	Buy	+2,987	New	+$205K	0.04%	172
2020 Q1	–	Sell	-2,890	Closed	-$212K	–	182
2019 Q4	$212K	Buy	+2,890	New	+$200K	0.04%	176
2019 Q3	–	Sell	-2,890	Closed	-$212K	–	189
2019 Q2	$212K	Buy	+2,890	New	+$195K	0.04%	186
2018 Q4	–	Sell	-3,511	Closed	-$226K	–	191
2018 Q3	$226K	Hold	3,511	–	–	0.05%	186
2018 Q2	$210K	Hold	3,511	–	–	0.05%	187
2018 Q1	$204K	Hold	3,511	–	–	0.05%	192
2017 Q4	$237K	Buy	+3,511	New	+$243K	0.06%	185

Other funds holding CERN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Weatherly Asset Management's CERN Position: Q1 2021 in Review

Weatherly Asset Management sold out of Cerner Corp (CERN) in Q1 2021, closing a stake of 2,890 shares — an estimated $227K sold.

Weatherly Asset Management first reported a position in CERN in Q4 2017 and held it in 9 quarters. The position peaked at $237K in Q4 2017. 797 funds tracked by Wall St. Rank hold CERN as of Q1 2021.

Weatherly Asset Management reported no remaining Cerner Corp position as of Q1 2021 after selling out during the quarter.
Weatherly Asset Management sold 2,890 Cerner Corp shares in Q1 2021, an estimated $227K.
Weatherly Asset Management first reported a position in Cerner Corp in Q4 2017 and held it in 9 quarters.
Weatherly Asset Management's Cerner Corp position peaked at $237K in Q4 2017.
797 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2021.

Based on Weatherly Asset Management's 13F filing for Q1 2021, filed 5 May 2021.