Balasa Dinverno & Foltz’s Nuance Communications, Inc. NUAN Stock Holding History

Balasa Dinverno & Foltz’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	-4,413	Closed	-$244K	–	365
2021 Q4	$244K	Sell	4,413 -716	-14%	-$39.5K	0.02%	301
2021 Q3	$282K	Buy	5,129 +73	+1%	+$4.01K	0.02%	271
2021 Q2	$275K	Buy	+5,056	New	+$266K	0.02%	273

Other funds holding NUAN

TLCM

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Balasa Dinverno & Foltz's NUAN Position: Q1 2022 in Review

Balasa Dinverno & Foltz sold out of Nuance Communications, Inc. (NUAN) in Q1 2022, closing a stake of 4,413 shares — an estimated $244K sold.

Balasa Dinverno & Foltz first reported a position in NUAN in Q2 2021 and held it in 3 quarters. The position peaked at $282K in Q3 2021. 3 funds tracked by Wall St. Rank hold NUAN as of Q1 2022.

Balasa Dinverno & Foltz reported no remaining Nuance Communications, Inc. position as of Q1 2022 after selling out during the quarter.
Balasa Dinverno & Foltz sold 4,413 Nuance Communications, Inc. shares in Q1 2022, an estimated $244K.
Balasa Dinverno & Foltz first reported a position in Nuance Communications, Inc. in Q2 2021 and held it in 3 quarters.
Balasa Dinverno & Foltz's Nuance Communications, Inc. position peaked at $282K in Q3 2021.
3 funds tracked by Wall St. Rank held Nuance Communications, Inc. as of Q1 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2022, filed 25 Apr 2022.