AE Wealth Management’s Cerence CRNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,801
| Closed | -$140K | – | 2171 |
|
|
2024
Q4 | $140K | Buy |
17,801
+6,471
| +57% | +$50.8K | ﹤0.01% | 1356 |
|
|
2024
Q3 | $35.7K | Buy |
+11,330
| New | +$35.7K | ﹤0.01% | 1225 |
|
|
2024
Q1 | – | Sell |
-25,096
| Closed | -$517K | – | 1315 |
|
|
2023
Q4 | $517K | Buy |
+25,096
| New | +$517K | ﹤0.01% | 1414 |
|