Sugarloaf Wealth Management’s Cerence CRNC Stock Holding History

Sugarloaf 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
2024 Q2	–	Sell	-1	Closed	-$16	–	668
2024 Q1	$16	Hold	1	–	–	﹤0.01%	674
2023 Q4	$20	Hold	1	–	–	﹤0.01%	682
2023 Q3	$20	Hold	1	–	–	﹤0.01%	678
2023 Q2	$29	Hold	1	–	–	﹤0.01%	689
2023 Q1	$28	Hold	1	–	–	﹤0.01%	697
2022 Q4	$19	Hold	1	–	–	﹤0.01%	783
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	754
2022 Q2	$0	Hold	1	–	–	﹤0.01%	787
2022 Q1	$0	Hold	1	–	–	﹤0.01%	723
2021 Q4	$0	Hold	1	–	–	﹤0.01%	750
2021 Q3	$0	Hold	1	–	–	﹤0.01%	771
2021 Q2	$0	Hold	1	–	–	﹤0.01%	761
2021 Q1	$0	Hold	1	–	–	﹤0.01%	756
2020 Q4	$0	Hold	1	–	–	﹤0.01%	726
2020 Q3	$0	Hold	1	–	–	﹤0.01%	679
2020 Q2	$0	Hold	1	–	–	﹤0.01%	681
2020 Q1	$0	Hold	1	–	–	﹤0.01%	692
2019 Q4	$0	Buy	+1	New	+$16	﹤0.01%	694

Other funds holding CRNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sugarloaf Wealth Management's CRNC Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of Cerence (CRNC) in Q2 2024, closing a stake of 1 share — an estimated $16 sold.

Sugarloaf Wealth Management first reported a position in CRNC in Q4 2019 and held it in 18 quarters. The position peaked at $1K in Q3 2022. 186 funds tracked by Wall St. Rank hold CRNC as of Q2 2024.

Sugarloaf Wealth Management reported no remaining Cerence position as of Q2 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 1 Cerence share in Q2 2024, an estimated $16.
Sugarloaf Wealth Management first reported a position in Cerence in Q4 2019 and held it in 18 quarters.
Sugarloaf Wealth Management's Cerence position peaked at $1K in Q3 2022.
186 funds tracked by Wall St. Rank held Cerence as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.