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Spire Wealth Management’s Cerence CRNC Stock Holding History

Spire 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
-60
Closed -$1K – 2494
2022
Q4 		$1K Buy
+60
New +$1.03K ﹤0.01% 2153
2022
Q3 		– Sell
-140
Closed -$4K – 2249
2022
Q2 		$4K Buy
140
+14
+11% +$419 ﹤0.01% 2175
2022
Q1 		$5K Sell
126
-135
-52% -$6.65K ﹤0.01% 2223
2021
Q4 		$20K Buy
261
+135
+107% +$11.9K ﹤0.01% 2111
2021
Q3 		$12K Hold
126
– – ﹤0.01% 2029
2021
Q2 		$13K Sell
126
-155
-55% -$15.3K ﹤0.01% 2025
2021
Q1 		$25K Buy
+281
New +$30.9K ﹤0.01% 2059

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

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

Spire Wealth Management sold out of Cerence (CRNC) in Q1 2023, closing a stake of 60 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in CRNC in Q1 2021 and held it in 7 quarters. The position peaked at $25K in Q1 2021. 228 funds tracked by Wall St. Rank hold CRNC as of Q1 2023.

  • Spire Wealth Management reported no remaining Cerence position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 60 Cerence shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in Cerence in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Cerence position peaked at $25K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Cerence as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.