Center for Financial Planning’s Nuance Communications, Inc. NUAN Stock Holding History

Center for Financial Planning’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	-540	Closed	-$30K	–	581
2021 Q4	$30K	Buy	540 +90	+20%	+$4.96K	0.01%	281
2021 Q3	$25K	Sell	450 -500	-53%	-$27.5K	0.01%	293
2021 Q2	$52K	Hold	950	–	–	0.01%	218
2021 Q1	$41K	Hold	950	–	–	0.01%	236
2020 Q4	$42K	Sell	950 -250	-21%	-$9.47K	0.01%	216
2020 Q3	$40K	Sell	1,200 -500	-29%	-$14.5K	0.01%	204
2020 Q2	$43K	Hold	1,700	–	–	0.02%	198
2020 Q1	$29K	Buy	1,700 +1,000	+143%	+$19.5K	0.01%	224
2019 Q4	$12K	Buy	+700	New	+$11.6K	﹤0.01%	305

Other funds holding NUAN

TLCM

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

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

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

Center for Financial Planning's NUAN Position: Q1 2022 in Review

Center for Financial Planning sold out of Nuance Communications, Inc. (NUAN) in Q1 2022, closing a stake of 540 shares — an estimated $30K sold.

Center for Financial Planning first reported a position in NUAN in Q4 2019 and held it in 9 quarters. The position peaked at $52K in Q2 2021. 3 funds tracked by Wall St. Rank hold NUAN as of Q1 2022.

Center for Financial Planning reported no remaining Nuance Communications, Inc. position as of Q1 2022 after selling out during the quarter.
Center for Financial Planning sold 540 Nuance Communications, Inc. shares in Q1 2022, an estimated $30K.
Center for Financial Planning first reported a position in Nuance Communications, Inc. in Q4 2019 and held it in 9 quarters.
Center for Financial Planning's Nuance Communications, Inc. position peaked at $52K in Q2 2021.
3 funds tracked by Wall St. Rank held Nuance Communications, Inc. as of Q1 2022.

Based on Center for Financial Planning's 13F filing for Q1 2022, filed 3 May 2022.