Avantax Advisory Services’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.14M Sell
10,206
-170
-2% -$49.4K 0.02% 603
2025
Q1
$2.64M Sell
10,376
-1,998
-16% -$556K 0.02% 634
2024
Q4
$3.72M Buy
12,374
+2,275
+23% +$661K 0.02% 489
2024
Q3
$2.74M Buy
10,099
+617
+7% +$171K 0.02% 568
2024
Q2
$2.92M Buy
9,482
+6,691
+240% +$1.98M 0.02% 537
2024
Q1
$869K Buy
2,791
+743
+36% +$220K 0.01% 805
2023
Q4
$558K Buy
2,048
+577
+39% +$149K 0.01% 938
2023
Q3
$345K Sell
1,471
-23
-2% -$5.38K ﹤0.01% 1117
2023
Q2
$350K Sell
1,494
-59
-4% -$12.8K ﹤0.01% 1099
2023
Q1
$326K Buy
1,553
+38
+3% +$7.19K ﹤0.01% 1107
2022
Q4
$243K Buy
1,515
+105
+7% +$16.8K ﹤0.01% 1218
2022
Q3
$230K Buy
+1,410
New +$242K ﹤0.01% 1133
2022
Q2
Sell
-1,319
Closed -$215K 1315
2022
Q1
$215K Sell
1,319
-130
-9% -$19.9K ﹤0.01% 1161
2021
Q4
$270K Buy
+1,449
New +$253K ﹤0.01% 1023
2020
Q4
Sell
-2,336
Closed -$248K 991
2020
Q3
$248K Buy
+2,336
New +$246K ﹤0.01% 1114

Other funds holding CDNS

Avantax Advisory Services's CDNS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Cadence Design Systems (CDNS) stake by 1.6% in Q2 2025, selling an estimated $49.4K and leaving 10,206 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #603.

Avantax Advisory Services first reported a position in CDNS in Q3 2020 and has held it in 15 quarters since. The position peaked at $3.72M in Q4 2024. 1,329 funds tracked by Wall St. Rank hold CDNS as of Q2 2025.

  • Avantax Advisory Services held 10,206 shares of Cadence Design Systems worth $3.14M as of Q2 2025.
  • Avantax Advisory Services sold 170 Cadence Design Systems shares in Q2 2025, an estimated $49.4K.
  • Cadence Design Systems made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #603 holding.
  • Avantax Advisory Services first reported a position in Cadence Design Systems in Q3 2020 and has held it in 15 quarters since.
  • Avantax Advisory Services's Cadence Design Systems position peaked at $3.72M in Q4 2024.
  • 1,329 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.