CWM
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Congress Wealth Management’s Cerence CRNC Stock Holding History

Congress Wealth Management’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
Q2 		– Sell
-97,530
Closed -$3.52M – 560
2022
Q1 		$3.52M Buy
97,530
+66,375
+213% +$3.27M 0.08% 249
2021
Q4 		$2.39M Buy
+31,155
New +$2.75M 0.05% 290

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Congress Wealth Management's CRNC Position: Q2 2022 in Review

Congress Wealth Management sold out of Cerence (CRNC) in Q2 2022, closing a stake of 97,530 shares — an estimated $3.52M sold.

Congress Wealth Management first reported a position in CRNC in Q4 2021 and held it in 2 quarters. The position peaked at $3.52M in Q1 2022. 270 funds tracked by Wall St. Rank hold CRNC as of Q2 2022.

  • Congress Wealth Management reported no remaining Cerence position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 97,530 Cerence shares in Q2 2022, an estimated $3.52M.
  • Congress Wealth Management first reported a position in Cerence in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's Cerence position peaked at $3.52M in Q1 2022.
  • 270 funds tracked by Wall St. Rank held Cerence as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.