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

Baystate 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
2023 Q4	$51.3K	Buy	188 +9	+5%	+$2.32K	﹤0.01%	380
2023 Q3	$41.9K	Hold	179	–	–	﹤0.01%	366
2023 Q2	$42K	Hold	179	–	–	﹤0.01%	350
2023 Q1	$37.6K	Sell	179 -12	-6%	-$2.27K	﹤0.01%	372
2022 Q4	$31K	Buy	191 +12	+7%	+$1.92K	﹤0.01%	401
2022 Q3	$29K	Hold	179	–	–	﹤0.01%	380
2022 Q2	$27K	Hold	179	–	–	﹤0.01%	404
2022 Q1	$29K	Hold	179	–	–	﹤0.01%	397
2021 Q4	$33K	Hold	179	–	–	﹤0.01%	385
2021 Q3	$27K	Hold	179	–	–	﹤0.01%	374
2021 Q2	$24K	Hold	179	–	–	﹤0.01%	367
2021 Q1	$25K	Buy	179 +136	+316%	+$18.2K	﹤0.01%	334
2020 Q4	$6K	Buy	+43	New	+$5.04K	﹤0.01%	468
2019 Q4	–	Sell	-20	Closed	-$1K	–	628
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	517
2019 Q2	$1K	Sell	20 -78	-80%	-$5.21K	﹤0.01%	546
2019 Q1	$7K	Buy	+98	New	+$5.19K	﹤0.01%	410

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's CDNS Position: Q4 2023 in Review

Baystate Wealth Management increased its Cadence Design Systems (CDNS) stake by 5% in Q4 2023, buying an estimated $2.32K and bringing the position to 188 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Baystate Wealth Management first reported a position in CDNS in Q1 2019 and has held it in 16 quarters since. 1,182 funds tracked by Wall St. Rank hold CDNS as of Q4 2023.

Baystate Wealth Management held 188 shares of Cadence Design Systems worth $51.3K as of Q4 2023.
Baystate Wealth Management bought 9 Cadence Design Systems shares in Q4 2023, an estimated $2.32K.
Cadence Design Systems made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #380 holding.
Baystate Wealth Management first reported a position in Cadence Design Systems in Q1 2019 and has held it in 16 quarters since.
1,182 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.