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Balboa Wealth Partners’s Cadence Design Systems CDNS Stock Holding History

Balboa Wealth 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
2023
Q2 		– Sell
-1,017
Closed -$214K – 306
2023
Q1 		$214K Buy
+1,017
New +$192K 0.08% 217

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Balboa Wealth Partners's CDNS Position: Q2 2023 in Review

Balboa Wealth Partners sold out of Cadence Design Systems (CDNS) in Q2 2023, closing a stake of 1,017 shares — an estimated $214K sold.

Balboa Wealth Partners first reported a position in CDNS in Q1 2023 and held it in 1 quarter. The position peaked at $214K in Q1 2023. 1,028 funds tracked by Wall St. Rank hold CDNS as of Q2 2023.

  • Balboa Wealth Partners reported no remaining Cadence Design Systems position as of Q2 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,017 Cadence Design Systems shares in Q2 2023, an estimated $214K.
  • Balboa Wealth Partners first reported a position in Cadence Design Systems in Q1 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's Cadence Design Systems position peaked at $214K in Q1 2023.
  • 1,028 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2023.

Based on Balboa Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.