TWA
CRNC icon

TCI Wealth Advisors’s Cerence CRNC Stock Holding History

TCI Wealth 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
Q4 		– Sell
-461
Closed -$7K – 2524
2022
Q3 		$7K Buy
461
+344
+294% +$7.72K ﹤0.01% 1234
2022
Q2 		$3K Buy
+117
New +$3.5K ﹤0.01% 1769
2022
Q1 		– Sell
-187
Closed -$14K – 2269
2021
Q4 		$14K Buy
187
+61
+48% +$5.38K ﹤0.01% 909
2021
Q3 		$12K Buy
126
+64
+103% +$6.99K ﹤0.01% 968
2021
Q2 		$7K Sell
62
-9
-13% -$886 ﹤0.01% 1190
2021
Q1 		$6K Buy
+71
New +$7.81K ﹤0.01% 1129
2020
Q2 		– Sell
-105
Closed -$2K – 1489
2020
Q1 		$2K Buy
+105
New +$2.21K ﹤0.01% 989

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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TCI Wealth Advisors's CRNC Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Cerence (CRNC) in Q4 2022, closing a stake of 461 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in CRNC in Q1 2020 and held it in 7 quarters. The position peaked at $14K in Q4 2021. 223 funds tracked by Wall St. Rank hold CRNC as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Cerence position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 461 Cerence shares in Q4 2022, an estimated $7K.
  • TCI Wealth Advisors first reported a position in Cerence in Q1 2020 and held it in 7 quarters.
  • TCI Wealth Advisors's Cerence position peaked at $14K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Cerence as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.