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Valeo Financial Advisors’s Cerence CRNC Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-81
Closed -$7K – 787
2021
Q1 		$7K Buy
+81
New +$8.91K ﹤0.01% 1442
2020
Q1 		– Sell
-16
Closed – – 1804
2019
Q4 		$0 Buy
+16
New +$262 ﹤0.01% 1640

Other funds holding CRNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Valeo Financial Advisors's CRNC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Cerence (CRNC) in Q2 2021, closing a stake of 81 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in CRNC in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 342 funds tracked by Wall St. Rank hold CRNC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Cerence position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 81 Cerence shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Cerence in Q4 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's Cerence position peaked at $7K in Q1 2021.
  • 342 funds tracked by Wall St. Rank held Cerence as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.