Global Wealth Management Investment Advisory’s Cerence CRNC Stock Holding History

Global Wealth Management Investment Advisory’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
2023 Q4	–	Sell	-23	Closed	-$469	–	476
2023 Q3	$469	Hold	23	–	–	﹤0.01%	442
2023 Q2	$672	Buy	+23	New	+$631	﹤0.01%	434
2022 Q3	–	Sell	-23	Closed	-$1K	–	214
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	450
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	451
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	397
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	409
2021 Q2	$2K	Hold	23	–	–	﹤0.01%	387
2021 Q1	$2K	Hold	23	–	–	﹤0.01%	406
2020 Q4	$2K	Hold	23	–	–	﹤0.01%	383
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	409
2020 Q2	$1K	Hold	23	–	–	﹤0.01%	551
2020 Q1	$0	Hold	23	–	–	﹤0.01%	600
2019 Q4	$1K	Buy	+23	New	+$377	﹤0.01%	547

Other funds holding CRNC

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's CRNC Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Cerence (CRNC) in Q4 2023, closing a stake of 23 shares — an estimated $469 sold.

Global Wealth Management Investment Advisory first reported a position in CRNC in Q4 2019 and held it in 13 quarters. The position peaked at $2K in Q4 2021. 217 funds tracked by Wall St. Rank hold CRNC as of Q4 2023.

Global Wealth Management Investment Advisory reported no remaining Cerence position as of Q4 2023 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 23 Cerence shares in Q4 2023, an estimated $469.
Global Wealth Management Investment Advisory first reported a position in Cerence in Q4 2019 and held it in 13 quarters.
Global Wealth Management Investment Advisory's Cerence position peaked at $2K in Q4 2021.
217 funds tracked by Wall St. Rank held Cerence as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.