Beacon Pointe Advisors’s Cadence Design Systems CDNS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Buy
2,001
+554
+38% +$171K 0.01% 812
2025
Q1
$368K Buy
1,447
+90
+7% +$22.9K ﹤0.01% 935
2024
Q4
$408K Sell
1,357
-969
-42% -$291K ﹤0.01% 885
2024
Q3
$630K Sell
2,326
-603
-21% -$163K 0.01% 766
2024
Q2
$901K Sell
2,929
-8
-0.3% -$2.46K 0.01% 669
2024
Q1
$914K Sell
2,937
-1,507
-34% -$469K 0.01% 716
2023
Q4
$1.21M Sell
4,444
-179
-4% -$48.8K 0.01% 604
2023
Q3
$1.08M Buy
4,623
+1,901
+70% +$445K 0.01% 604
2023
Q2
$638K Sell
2,722
-485
-15% -$114K 0.01% 638
2023
Q1
$674K Buy
3,207
+406
+14% +$85.3K 0.01% 664
2022
Q4
$450K Buy
2,801
+76
+3% +$12.2K 0.01% 728
2022
Q3
$443K Buy
2,725
+330
+14% +$53.6K 0.01% 676
2022
Q2
$358K Sell
2,395
-16,004
-87% -$2.39M 0.01% 765
2022
Q1
$3.03M Buy
18,399
+14,882
+423% +$2.45M 0.04% 360
2021
Q4
$655K Buy
+3,517
New +$655K 0.02% 479
2021
Q3
Sell
-3,612
Closed -$494K 912
2021
Q2
$494K Buy
+3,612
New +$494K 0.02% 481
2021
Q1
Sell
-2,013
Closed -$276K 536
2020
Q4
$276K Buy
+2,013
New +$276K 0.02% 383