MWM
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Mascoma Wealth Management’s Cerence CRNC Stock Holding History

Mascoma Wealth Management’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
Q2 		– Sell
-328
Closed -$8.38K – 508
2023
Q1 		$8.38K Hold
328
– – ﹤0.01% 426
2022
Q4 		$6.08K Hold
328
– – ﹤0.01% 465
2022
Q3 		$5K Hold
328
– – ﹤0.01% 470
2022
Q2 		$8K Hold
328
– – ﹤0.01% 441
2022
Q1 		$12K Buy
+328
New +$16.1K ﹤0.01% 415

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 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

Mascoma Wealth Management's CRNC Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Cerence (CRNC) in Q2 2023, closing a stake of 328 shares — an estimated $8.38K sold.

Mascoma Wealth Management first reported a position in CRNC in Q1 2022 and held it in 5 quarters. The position peaked at $12K in Q1 2022. 227 funds tracked by Wall St. Rank hold CRNC as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Cerence position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 328 Cerence shares in Q2 2023, an estimated $8.38K.
  • Mascoma Wealth Management first reported a position in Cerence in Q1 2022 and held it in 5 quarters.
  • Mascoma Wealth Management's Cerence position peaked at $12K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Cerence as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.