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BerganKDV Wealth Management’s Cerence CRNC Stock Holding History

BerganKDV 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
Q4 		– Sell
-100
Closed -$10K – 1067
2021
Q3 		$10K Hold
100
– – ﹤0.01% 634
2021
Q2 		$11K Buy
+100
New +$9.84K ﹤0.01% 588

Other funds holding CRNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BerganKDV Wealth Management's CRNC Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Cerence (CRNC) in Q4 2021, closing a stake of 100 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in CRNC in Q2 2021 and held it in 2 quarters. The position peaked at $11K in Q2 2021. 360 funds tracked by Wall St. Rank hold CRNC as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining Cerence position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 100 Cerence shares in Q4 2021, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in Cerence in Q2 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's Cerence position peaked at $11K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held Cerence as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.