Engrave Wealth Partners’s Cerence CRNC Stock Holding History

Engrave Wealth Partners’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
2020 Q3	–	Sell	-50	Closed	-$2K	–	135
2020 Q2	$2K	Buy	+50	New	+$1.44K	﹤0.01%	389

Other funds holding CRNC

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

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

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

Isomer Partners New York $74.3M AUM 23.95% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

FAM

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

GKIM

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

Engrave Wealth Partners's CRNC Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Cerence (CRNC) in Q3 2020, closing a stake of 50 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in CRNC in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 261 funds tracked by Wall St. Rank hold CRNC as of Q3 2020.

Engrave Wealth Partners reported no remaining Cerence position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 50 Cerence shares in Q3 2020, an estimated $2K.
Engrave Wealth Partners first reported a position in Cerence in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's Cerence position peaked at $2K in Q2 2020.
261 funds tracked by Wall St. Rank held Cerence as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.