Rockbridge Investment Management’s Nuance Communications, Inc. NUAN Stock Holding History

Rockbridge Investment Management’s Portfolio NUAN Stock Details NUAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-100	Closed	-$6K	–	864
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	651
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	604
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	619
2021 Q1	$4K	Buy	+100	New	+$4.6K	﹤0.01%	606

Other funds holding NUAN

TLCM

Twin Lakes Capital Management Redwood Shores, California $220M AUM 31.75% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rockbridge Investment Management's NUAN Position: Q1 2022 in Review

Rockbridge Investment Management sold out of Nuance Communications, Inc. (NUAN) in Q1 2022, closing a stake of 100 shares — an estimated $6K sold.

Rockbridge Investment Management first reported a position in NUAN in Q1 2021 and held it in 4 quarters. The position peaked at $6K in Q4 2021. 3 funds tracked by Wall St. Rank hold NUAN as of Q1 2022.

Rockbridge Investment Management reported no remaining Nuance Communications, Inc. position as of Q1 2022 after selling out during the quarter.
Rockbridge Investment Management sold 100 Nuance Communications, Inc. shares in Q1 2022, an estimated $6K.
Rockbridge Investment Management first reported a position in Nuance Communications, Inc. in Q1 2021 and held it in 4 quarters.
Rockbridge Investment Management's Nuance Communications, Inc. position peaked at $6K in Q4 2021.
3 funds tracked by Wall St. Rank held Nuance Communications, Inc. as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.