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JFS Wealth Advisors’s Cerence CRNC Stock Holding History

JFS 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
2023
Q4 		– Sell
-3
Closed -$62 – 2008
2023
Q3 		$62 Hold
3
– – ﹤0.01% 1924
2023
Q2 		$88 Hold
3
– – ﹤0.01% 1930
2023
Q1 		$85 Hold
3
– – ﹤0.01% 1898
2022
Q4 		$56 Buy
+3
New +$51 ﹤0.01% 1917
2022
Q3 		– Sell
-23
Closed -$1K – 1765
2022
Q2 		$1K Buy
23
+10
+77% +$299 ﹤0.01% 1496
2022
Q1 		$0 Buy
13
+7
+117% +$345 ﹤0.01% 1842
2021
Q4 		$0 Sell
6
-44
-88% -$3.88K ﹤0.01% 1743
2021
Q3 		$5K Buy
+50
New +$5.46K ﹤0.01% 711

Other funds holding CRNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFS Wealth Advisors's CRNC Position: Q4 2023 in Review

JFS Wealth Advisors sold out of Cerence (CRNC) in Q4 2023, closing a stake of 3 shares — an estimated $62 sold.

JFS Wealth Advisors first reported a position in CRNC in Q3 2021 and held it in 8 quarters. The position peaked at $5K in Q3 2021. 217 funds tracked by Wall St. Rank hold CRNC as of Q4 2023.

  • JFS Wealth Advisors reported no remaining Cerence position as of Q4 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 3 Cerence shares in Q4 2023, an estimated $62.
  • JFS Wealth Advisors first reported a position in Cerence in Q3 2021 and held it in 8 quarters.
  • JFS Wealth Advisors's Cerence position peaked at $5K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held Cerence as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.