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Bartlett & Co Wealth Management’s Cerence CRNC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CRNC Stock Details CRNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14
Closed -$1.41K – 1124
2020
Q4 		$1.41K Buy
+14
New +$1.04K ﹤0.01% 980

Other funds holding CRNC

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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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Bartlett & Co Wealth Management's CRNC Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Cerence (CRNC) in Q1 2021, closing a stake of 14 shares — an estimated $1.41K sold.

Bartlett & Co Wealth Management first reported a position in CRNC in Q4 2020 and held it in 1 quarter. The position peaked at $1.41K in Q4 2020. 320 funds tracked by Wall St. Rank hold CRNC as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Cerence position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 14 Cerence shares in Q1 2021, an estimated $1.41K.
  • Bartlett & Co Wealth Management first reported a position in Cerence in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Cerence position peaked at $1.41K in Q4 2020.
  • 320 funds tracked by Wall St. Rank held Cerence as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.