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

BerganKDV 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 Q2	$4.92K	Sell	21 -59	-74%	-$12.8K	﹤0.01%	611
2023 Q1	$16.8K	Sell	80 -1	-1%	-$189	﹤0.01%	536
2022 Q4	$13K	Hold	81	–	–	﹤0.01%	547
2022 Q3	$13K	Sell	81 -94	-54%	-$16.2K	﹤0.01%	535
2022 Q2	$26K	Hold	175	–	–	﹤0.01%	462
2022 Q1	$29K	Hold	175	–	–	﹤0.01%	468
2021 Q4	$33K	Hold	175	–	–	﹤0.01%	477
2021 Q3	$27K	Hold	175	–	–	﹤0.01%	479
2021 Q2	$24K	Hold	175	–	–	﹤0.01%	493
2021 Q1	$24K	Hold	175	–	–	﹤0.01%	457
2020 Q4	$24K	Buy	175 +94	+116%	+$11K	﹤0.01%	441
2020 Q3	$9K	Hold	81	–	–	﹤0.01%	514
2020 Q2	$8K	Sell	81 -70	-46%	-$5.86K	﹤0.01%	562
2020 Q1	$10K	Hold	151	–	–	﹤0.01%	491
2019 Q4	$10K	Buy	+151	New	+$10.1K	﹤0.01%	526

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

BerganKDV Wealth Management's CDNS Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Cadence Design Systems (CDNS) stake by 74% in Q2 2023, selling an estimated $12.8K and leaving 21 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

BerganKDV Wealth Management first reported a position in CDNS in Q4 2019 and has held it in 15 quarters since. The position peaked at $33K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold CDNS as of Q2 2023.

BerganKDV Wealth Management held 21 shares of Cadence Design Systems worth $4.92K as of Q2 2023.
BerganKDV Wealth Management sold 59 Cadence Design Systems shares in Q2 2023, an estimated $12.8K.
Cadence Design Systems made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #611 holding.
BerganKDV Wealth Management first reported a position in Cadence Design Systems in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Cadence Design Systems position peaked at $33K in Q4 2021.
1,028 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.