JP Morgan Private Wealth Advisors’s Cerence CRNC Stock Holding History

JP Morgan Private 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
2022 Q3	–	Sell	-10,005	Closed	-$252K	–	1931
2022 Q2	$252K	Sell	10,005 -168	-2%	-$5.03K	﹤0.01%	1736
2022 Q1	$367K	Buy	10,173 +409	+4%	+$20.1K	﹤0.01%	1665
2021 Q4	$748K	Sell	9,764 -898	-8%	-$79.2K	﹤0.01%	1386
2021 Q3	$1.02M	Buy	10,662 +385	+4%	+$42K	﹤0.01%	1198
2021 Q2	$1.1M	Buy	10,277 +3,045	+42%	+$300K	﹤0.01%	1152
2021 Q1	$648K	Sell	7,232 -2,715	-27%	-$299K	﹤0.01%	1220
2020 Q4	$999K	Buy	9,947 +1,882	+23%	+$140K	﹤0.01%	1010
2020 Q3	$394K	Buy	8,065 +3,106	+63%	+$149K	﹤0.01%	1248
2020 Q2	$203K	Buy	+4,959	New	+$142K	﹤0.01%	1457

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

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

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

VVP

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

VBA

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CRNC Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Cerence (CRNC) in Q3 2022, closing a stake of 10,005 shares — an estimated $252K sold.

JP Morgan Private Wealth Advisors first reported a position in CRNC in Q2 2020 and held it in 9 quarters. The position peaked at $1.1M in Q2 2021. 230 funds tracked by Wall St. Rank hold CRNC as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining Cerence position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,005 Cerence shares in Q3 2022, an estimated $252K.
JP Morgan Private Wealth Advisors first reported a position in Cerence in Q2 2020 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Cerence position peaked at $1.1M in Q2 2021.
230 funds tracked by Wall St. Rank held Cerence as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.