MWM
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MinichMacGregor Wealth Management’s Cerence CRNC Stock Holding History

MinichMacGregor 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
Q1 		– Sell
-100
Closed -$1.85K – 205
2022
Q4 		$1.85K Buy
+100
New +$1.71K ﹤0.01% 569

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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

MinichMacGregor Wealth Management's CRNC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Cerence (CRNC) in Q1 2023, closing a stake of 100 shares — an estimated $1.85K sold.

MinichMacGregor Wealth Management first reported a position in CRNC in Q4 2022 and held it in 1 quarter. The position peaked at $1.85K in Q4 2022. 228 funds tracked by Wall St. Rank hold CRNC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Cerence position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 100 Cerence shares in Q1 2023, an estimated $1.85K.
  • MinichMacGregor Wealth Management first reported a position in Cerence in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Cerence position peaked at $1.85K in Q4 2022.
  • 228 funds tracked by Wall St. Rank held Cerence as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.