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Optimum Investment Advisors’s Cerence CRNC Stock Holding History

Optimum Investment 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
Q1 		– Sell
-625
Closed -$48K – 846
2021
Q4 		$48K Sell
625
-1,300
-68% -$115K 0.02% 466
2021
Q3 		$185K Hold
1,925
– – 0.08% 231
2021
Q2 		$205K Hold
1,925
– – 0.06% 260
2021
Q1 		$172K Buy
1,925
+325
+20% +$35.8K 0.05% 285
2020
Q4 		$161K Buy
+1,600
New +$119K 0.05% 280

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Optimum Investment Advisors's CRNC Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Cerence (CRNC) in Q1 2022, closing a stake of 625 shares — an estimated $48K sold.

Optimum Investment Advisors first reported a position in CRNC in Q4 2020 and held it in 5 quarters. The position peaked at $205K in Q2 2021. 286 funds tracked by Wall St. Rank hold CRNC as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Cerence position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 625 Cerence shares in Q1 2022, an estimated $48K.
  • Optimum Investment Advisors first reported a position in Cerence in Q4 2020 and held it in 5 quarters.
  • Optimum Investment Advisors's Cerence position peaked at $205K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Cerence as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.