Avantax Planning Partners’s Cadence Design Systems CDNS Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-1,000	Closed	-$45K	–	426
2018 Q3	$45K	Buy	+1,000	New	+$45.5K	﹤0.01%	506
2018 Q2	–	Sell	-1,543	Closed	-$58K	–	435
2018 Q1	$58K	Buy	+1,543	New	+$62.9K	0.01%	505

Other funds holding CDNS

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Avantax Planning Partners's CDNS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Cadence Design Systems (CDNS) in Q4 2018, closing a stake of 1,000 shares — an estimated $45K sold.

Avantax Planning Partners first reported a position in CDNS in Q1 2018 and held it in 2 quarters. The position peaked at $58K in Q1 2018. 477 funds tracked by Wall St. Rank hold CDNS as of Q4 2018.

Avantax Planning Partners reported no remaining Cadence Design Systems position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,000 Cadence Design Systems shares in Q4 2018, an estimated $45K.
Avantax Planning Partners first reported a position in Cadence Design Systems in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Cadence Design Systems position peaked at $58K in Q1 2018.
477 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.