Charter Oak Capital Management’s Nuance Communications, Inc. NUAN Stock Holding History

Charter Oak Capital Management’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	-100	Closed	-$6K	–	1066
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	688
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	656
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	684
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	670
2020 Q4	$4K	Buy	+100	New	+$3.79K	﹤0.01%	635

Other funds holding NUAN

TLCM

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Charter Oak Capital Management's NUAN Position: Q1 2022 in Review

Charter Oak Capital Management sold out of Nuance Communications, Inc. (NUAN) in Q1 2022, closing a stake of 100 shares — an estimated $6K sold.

Charter Oak Capital Management first reported a position in NUAN in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 3 funds tracked by Wall St. Rank hold NUAN as of Q1 2022.

Charter Oak Capital Management reported no remaining Nuance Communications, Inc. position as of Q1 2022 after selling out during the quarter.
Charter Oak Capital Management sold 100 Nuance Communications, Inc. shares in Q1 2022, an estimated $6K.
Charter Oak Capital Management first reported a position in Nuance Communications, Inc. in Q4 2020 and held it in 5 quarters.
Charter Oak Capital Management's Nuance Communications, Inc. position peaked at $6K in Q4 2021.
3 funds tracked by Wall St. Rank held Nuance Communications, Inc. as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.