9258 Wealth Management’s Nuance Communications, Inc. NUAN Stock Holding History

9258 Wealth Management’s Portfolio NUAN Stock Details NUAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,708	Closed	-$260K	–	390
2021 Q4	$260K	Sell	4,708 -180	-4%	-$9.93K	0.06%	315
2021 Q3	$269K	Buy	4,888 +275	+6%	+$15.1K	0.07%	284
2021 Q2	$251K	Sell	4,613 -383	-8%	-$20.2K	0.07%	294
2021 Q1	$218K	Hold	4,996	–	–	0.07%	298
2020 Q4	$220K	Buy	+4,996	New	+$189K	0.07%	275
2019 Q2	–	Sell	-28,095	Closed	-$412K	–	191
2019 Q1	$412K	Sell	28,095 -3,521	-11%	-$48.8K	0.35%	96
2018 Q4	$362K	Buy	+31,616	New	+$443K	0.35%	95

Other funds holding NUAN

TLCM

Twin Lakes Capital Management Redwood Shores, California $220M AUM 31.75% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

9258 Wealth Management's NUAN Position: Q1 2022 in Review

9258 Wealth Management sold out of Nuance Communications, Inc. (NUAN) in Q1 2022, closing a stake of 4,708 shares — an estimated $260K sold.

9258 Wealth Management first reported a position in NUAN in Q4 2018 and held it in 7 quarters. The position peaked at $412K in Q1 2019. 3 funds tracked by Wall St. Rank hold NUAN as of Q1 2022.

9258 Wealth Management reported no remaining Nuance Communications, Inc. position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 4,708 Nuance Communications, Inc. shares in Q1 2022, an estimated $260K.
9258 Wealth Management first reported a position in Nuance Communications, Inc. in Q4 2018 and held it in 7 quarters.
9258 Wealth Management's Nuance Communications, Inc. position peaked at $412K in Q1 2019.
3 funds tracked by Wall St. Rank held Nuance Communications, Inc. as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.