Defined Wealth Management’s Cerence CRNC Stock Holding History

Defined 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
2021 Q1	–	Sell	-509	Closed	-$51K	–	116
2020 Q4	$51K	Buy	+509	New	+$38K	0.05%	136

Other funds holding CRNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GKIM

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

VVP

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

FAM

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

Defined Wealth Management's CRNC Position: Q1 2021 in Review

Defined Wealth Management sold out of Cerence (CRNC) in Q1 2021, closing a stake of 509 shares — an estimated $51K sold.

Defined Wealth Management first reported a position in CRNC in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 320 funds tracked by Wall St. Rank hold CRNC as of Q1 2021.

Defined Wealth Management reported no remaining Cerence position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 509 Cerence shares in Q1 2021, an estimated $51K.
Defined Wealth Management first reported a position in Cerence in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Cerence position peaked at $51K in Q4 2020.
320 funds tracked by Wall St. Rank held Cerence as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.