Creative Planning
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Creative Planning’s Cerence CRNC Stock Holding History

Creative Planning’s Portfolio CRNC Stock Details CRNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,253
Closed -$217K – 2098
2021
Q3 		$217K Sell
2,253
-2,911
-56% -$280K ﹤0.01% 1813
2021
Q2 		$551K Sell
5,164
-1,350
-21% -$144K ﹤0.01% 1222
2021
Q1 		$584K Buy
+6,514
New +$584K ﹤0.01% 1310