Center for Financial Planning’s Cerence CRNC Stock Holding History

Center for Financial Planning’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
2024 Q4	–	Sell	-39	Closed	-$123	–	681
2024 Q3	$123	Hold	39	–	–	﹤0.01%	559
2024 Q2	$111	Sell	39 -100	-72%	-$713	﹤0.01%	567
2024 Q1	$2.19K	Hold	139	–	–	﹤0.01%	514
2023 Q4	$2.73K	Hold	139	–	–	﹤0.01%	454
2023 Q3	$2.83K	Hold	139	–	–	﹤0.01%	442
2023 Q2	$4.06K	Hold	139	–	–	﹤0.01%	458
2023 Q1	$3.9K	Hold	139	–	–	﹤0.01%	428
2022 Q4	$2.58K	Hold	139	–	–	﹤0.01%	448
2022 Q3	$2K	Hold	139	–	–	﹤0.01%	521
2022 Q2	$4K	Hold	139	–	–	﹤0.01%	432
2022 Q1	$5K	Hold	139	–	–	﹤0.01%	428
2021 Q4	$11K	Buy	139 +39	+39%	+$3.44K	﹤0.01%	366
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	359
2021 Q2	$11K	Hold	100	–	–	﹤0.01%	350
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	393
2020 Q4	$10K	Buy	+100	New	+$7.46K	﹤0.01%	339
2020 Q3	–	Sell	-25	Closed	-$1K	–	450
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	424
2020 Q1	$0	Hold	25	–	–	﹤0.01%	575
2019 Q4	$1K	Buy	+25	New	+$410	﹤0.01%	437

Other funds holding CRNC

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Center for Financial Planning's CRNC Position: Q4 2024 in Review

Center for Financial Planning sold out of Cerence (CRNC) in Q4 2024, closing a stake of 39 shares — an estimated $123 sold.

Center for Financial Planning first reported a position in CRNC in Q4 2019 and held it in 19 quarters. The position peaked at $11K in Q4 2021. 163 funds tracked by Wall St. Rank hold CRNC as of Q4 2024.

Center for Financial Planning reported no remaining Cerence position as of Q4 2024 after selling out during the quarter.
Center for Financial Planning sold 39 Cerence shares in Q4 2024, an estimated $123.
Center for Financial Planning first reported a position in Cerence in Q4 2019 and held it in 19 quarters.
Center for Financial Planning's Cerence position peaked at $11K in Q4 2021.
163 funds tracked by Wall St. Rank held Cerence as of Q4 2024.

Based on Center for Financial Planning's 13F filing for Q4 2024, filed 30 Jan 2025.