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Clearview Wealth Advisors’s Cerence CRNC Stock Holding History

Clearview Wealth Advisors’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
Q1 		– Sell
-17,614
Closed -$346K – 111
2023
Q4 		$346K Buy
17,614
+5,493
+45% +$95.4K 0.4% 81
2023
Q3 		$247K Buy
12,121
+11,976
+8,259% +$301K 0.31% 105
2023
Q2 		$4.24K Hold
145
– – ﹤0.01% 444
2023
Q1 		$4.07K Buy
145
+6
+4% +$154 ﹤0.01% 449
2022
Q4 		$2.58K Sell
139
-181
-57% -$3.1K ﹤0.01% 460
2022
Q3 		$5K Sell
320
-174
-35% -$3.91K ﹤0.01% 404
2022
Q2 		$12K Sell
494
-2
-0.4% -$60 0.01% 335
2022
Q1 		$18K Buy
496
+114
+30% +$5.61K 0.01% 311
2021
Q4 		$29K Buy
382
+1
+0.3% +$88 0.02% 283
2021
Q3 		$37K Hold
381
– – 0.02% 266
2021
Q2 		$41K Buy
381
+16
+4% +$1.57K 0.03% 257
2021
Q1 		$33K Buy
365
+47
+15% +$5.17K 0.02% 270
2020
Q4 		$32K Buy
+318
New +$23.7K 0.02% 241

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Clearview Wealth Advisors's CRNC Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of Cerence (CRNC) in Q1 2024, closing a stake of 17,614 shares — an estimated $346K sold.

Clearview Wealth Advisors first reported a position in CRNC in Q4 2020 and held it in 13 quarters. The position peaked at $346K in Q4 2023. 188 funds tracked by Wall St. Rank hold CRNC as of Q1 2024.

  • Clearview Wealth Advisors reported no remaining Cerence position as of Q1 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 17,614 Cerence shares in Q1 2024, an estimated $346K.
  • Clearview Wealth Advisors first reported a position in Cerence in Q4 2020 and held it in 13 quarters.
  • Clearview Wealth Advisors's Cerence position peaked at $346K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Cerence as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.