CWC
CRNC icon

Carolinas Wealth Consulting’s Cerence CRNC Stock Holding History

Carolinas Wealth Consulting’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
2022
Q1 		– Sell
-48
Closed -$4K – 923
2021
Q4 		$4K Hold
48
– – ﹤0.01% 726
2021
Q3 		$5K Hold
48
– – ﹤0.01% 663
2021
Q2 		$5K Hold
48
– – ﹤0.01% 688
2021
Q1 		$4K Sell
48
-22
-31% -$2.42K ﹤0.01% 728
2020
Q4 		$7K Buy
70
+48
+218% +$3.58K ﹤0.01% 611
2020
Q3 		$1K Buy
+22
New +$1.06K ﹤0.01% 805

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Carolinas Wealth Consulting's CRNC Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Cerence (CRNC) in Q1 2022, closing a stake of 48 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in CRNC in Q3 2020 and held it in 6 quarters. The position peaked at $7K in Q4 2020. 286 funds tracked by Wall St. Rank hold CRNC as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Cerence position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 48 Cerence shares in Q1 2022, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in Cerence in Q3 2020 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Cerence position peaked at $7K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held Cerence as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.