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Affinity Investment Advisors’s Cadence Design Systems CDNS Stock Holding History

Affinity Investment Advisors’s Portfolio CDNS Stock Details CDNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,750
Closed -$545K – 125
2024
Q1 		$545K Hold
1,750
– – 0.4% 83
2023
Q4 		$477K Sell
1,750
-166
-9% -$42.8K 0.32% 92
2023
Q3 		$449K Sell
1,916
-602
-24% -$141K 0.29% 131
2023
Q2 		$591K Hold
2,518
– – 0.34% 110
2023
Q1 		$529K Hold
2,518
– – 0.28% 132
2022
Q4 		$404K Sell
2,518
-390
-13% -$62.3K 0.19% 156
2022
Q3 		$475K Hold
2,908
– – 0.25% 136
2022
Q2 		$436K Buy
+2,908
New +$439K 0.21% 146

Other funds holding CDNS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Affinity Investment Advisors's CDNS Position: Q2 2024 in Review

Affinity Investment Advisors sold out of Cadence Design Systems (CDNS) in Q2 2024, closing a stake of 1,750 shares — an estimated $545K sold.

Affinity Investment Advisors first reported a position in CDNS in Q2 2022 and held it in 8 quarters. The position peaked at $591K in Q2 2023. 1,269 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

  • Affinity Investment Advisors reported no remaining Cadence Design Systems position as of Q2 2024 after selling out during the quarter.
  • Affinity Investment Advisors sold 1,750 Cadence Design Systems shares in Q2 2024, an estimated $545K.
  • Affinity Investment Advisors first reported a position in Cadence Design Systems in Q2 2022 and held it in 8 quarters.
  • Affinity Investment Advisors's Cadence Design Systems position peaked at $591K in Q2 2023.
  • 1,269 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Affinity Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.