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

Altium 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 Q2	$433K	Sell	2,883 -8	-0.3%	-$1.21K	0.03%	259
2022 Q1	$475K	Buy	2,891 +109	+4%	+$16.7K	0.03%	264
2021 Q4	$518K	Hold	2,782	–	–	0.03%	249
2021 Q3	$421K	Hold	2,782	–	–	0.03%	254
2021 Q2	$381K	Sell	2,782 -47	-2%	-$6.23K	0.03%	275
2021 Q1	$388K	Sell	2,829 -115	-4%	-$15.4K	0.03%	264
2020 Q4	$402K	Buy	2,944 +4	+0.1%	+$469	0.04%	239
2020 Q3	$313K	Hold	2,940	–	–	0.03%	255
2020 Q2	$282K	Sell	2,940 -115	-4%	-$9.63K	0.03%	276
2020 Q1	$202K	Sell	3,055 -442	-13%	-$30.7K	0.03%	294
2019 Q4	$243K	Sell	3,497 -138	-4%	-$9.25K	0.03%	241
2019 Q3	$240K	Sell	3,635 -224	-6%	-$15.8K	0.03%	241
2019 Q2	$273K	Buy	3,859 +21	+0.5%	+$1.4K	0.04%	226
2019 Q1	$244K	Buy	+3,838	New	+$203K	0.04%	235

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Altium Wealth Management's CDNS Position: Q2 2022 in Review

Altium Wealth Management reduced its Cadence Design Systems (CDNS) stake by 0.28% in Q2 2022, selling an estimated $1.21K and leaving 2,883 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #259.

Altium Wealth Management first reported a position in CDNS in Q1 2019 and has held it in 14 quarters since. The position peaked at $518K in Q4 2021. 796 funds tracked by Wall St. Rank hold CDNS as of Q2 2022.

Altium Wealth Management held 2,883 shares of Cadence Design Systems worth $433K as of Q2 2022.
Altium Wealth Management sold 8 Cadence Design Systems shares in Q2 2022, an estimated $1.21K.
Cadence Design Systems made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #259 holding.
Altium Wealth Management first reported a position in Cadence Design Systems in Q1 2019 and has held it in 14 quarters since.
Altium Wealth Management's Cadence Design Systems position peaked at $518K in Q4 2021.
796 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.