Affinity Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Affinity Wealth Management’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
2022 Q1	–	Sell	-1,458	Closed	-$224K	–	106
2021 Q4	$224K	Sell	1,458 -190	-12%	-$33.1K	0.05%	106
2021 Q3	$243K	Hold	1,648	–	–	0.05%	104
2021 Q2	$232K	Hold	1,648	–	–	0.05%	92
2021 Q1	$232K	Sell	1,648 -326	-17%	-$43.7K	0.05%	89
2020 Q4	$272K	Hold	1,974	–	–	0.06%	78
2020 Q3	$210K	Hold	1,974	–	–	0.06%	74
2020 Q2	$216K	Buy	+1,974	New	+$165K	0.27%	45
2020 Q1	–	Sell	-4,092	Closed	-$284K	–	56
2019 Q4	$284K	Sell	4,092 -911	-18%	-$61.1K	0.11%	75
2019 Q3	$331K	Sell	5,003 -513	-9%	-$36.1K	0.13%	67
2019 Q2	$391K	Buy	5,516 +582	+12%	+$38.9K	0.15%	70
2019 Q1	$313K	Buy	+4,934	New	+$261K	0.12%	79
2017 Q3	$250K	Hold	6,345	–	–	0.15%	56
2017 Q2	$212K	Buy	+6,345	New	+$211K	0.13%	64

Other funds holding CDNS

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Affinity Wealth Management's CDNS Position: Q1 2022 in Review

Affinity Wealth Management sold out of Cadence Design Systems (CDNS) in Q1 2022, closing a stake of 1,458 shares — an estimated $224K sold.

Affinity Wealth Management first reported a position in CDNS in Q2 2017 and held it in 13 quarters. The position peaked at $391K in Q2 2019. 793 funds tracked by Wall St. Rank hold CDNS as of Q1 2022.

Affinity Wealth Management reported no remaining Cadence Design Systems position as of Q1 2022 after selling out during the quarter.
Affinity Wealth Management sold 1,458 Cadence Design Systems shares in Q1 2022, an estimated $224K.
Affinity Wealth Management first reported a position in Cadence Design Systems in Q2 2017 and held it in 13 quarters.
Affinity Wealth Management's Cadence Design Systems position peaked at $391K in Q2 2019.
793 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2022.

Based on Affinity Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.