Consolidated Planning Corp’s Cerence CRNC Stock Holding History

Consolidated Planning Corp’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
2021 Q4	–	Sell	-143	Closed	-$14K	–	144
2021 Q3	$14K	Buy	+143	New	+$15.6K	0.01%	279

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ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Consolidated Planning Corp's CRNC Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Cerence (CRNC) in Q4 2021, closing a stake of 143 shares — an estimated $14K sold.

Consolidated Planning Corp first reported a position in CRNC in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 360 funds tracked by Wall St. Rank hold CRNC as of Q4 2021.

Consolidated Planning Corp reported no remaining Cerence position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 143 Cerence shares in Q4 2021, an estimated $14K.
Consolidated Planning Corp first reported a position in Cerence in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Cerence position peaked at $14K in Q3 2021.
360 funds tracked by Wall St. Rank held Cerence as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.