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Intercontinental Wealth Advisors’s Cerence CRNC Stock Holding History

Intercontinental Wealth Advisors’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
Q1 		– Sell
-342
Closed -$7K – 190
2019
Q4 		$7K Buy
+342
New +$5.61K 0.01% 298

Other funds holding CRNC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
IP
Isomer Partners New York $74.3M AUM 23.95% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Intercontinental Wealth Advisors's CRNC Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Cerence (CRNC) in Q1 2020, closing a stake of 342 shares — an estimated $7K sold.

Intercontinental Wealth Advisors first reported a position in CRNC in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 218 funds tracked by Wall St. Rank hold CRNC as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Cerence position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 342 Cerence shares in Q1 2020, an estimated $7K.
  • Intercontinental Wealth Advisors first reported a position in Cerence in Q4 2019 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's Cerence position peaked at $7K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held Cerence as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.