Berman Capital Advisors’s Cadence Design Systems CDNS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$157K	Buy	1,038 +37	+4%	+$5.64K	0.02%	324
2021 Q2	$135K	Buy	1,001 +432	+76%	+$57.2K	0.02%	309
2021 Q1	$77K	Buy	569 +2	+0.4%	+$268	0.02%	359
2020 Q4	$76K	Buy	567 +326	+135%	+$38.2K	0.02%	307
2020 Q3	$25K	Buy	241 +19	+9%	+$2K	0.01%	518
2020 Q2	$20K	Buy	222 +38	+21%	+$3.18K	0.01%	538
2020 Q1	$11K	Buy	184 +38	+26%	+$2.64K	﹤0.01%	636
2019 Q4	$10K	Hold	146	–	–	﹤0.01%	733
2019 Q3	$9K	Hold	146	–	–	﹤0.01%	738
2019 Q2	$10K	Hold	146	–	–	﹤0.01%	712
2019 Q1	$9K	Buy	146 +141	+2,820%	+$7.47K	﹤0.01%	681
2018 Q4	$0	Buy	+5	New	+$217	﹤0.01%	1141

Other funds holding CDNS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Berman Capital Advisors's CDNS Position: Q3 2021 in Review

Berman Capital Advisors increased its Cadence Design Systems (CDNS) stake by 3.7% in Q3 2021, buying an estimated $5.64K and bringing the position to 1,038 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #324.

Berman Capital Advisors first reported a position in CDNS in Q4 2018 and has held it in 12 quarters since. 718 funds tracked by Wall St. Rank hold CDNS as of Q3 2021.

Berman Capital Advisors held 1,038 shares of Cadence Design Systems worth $157K as of Q3 2021.
Berman Capital Advisors bought 37 Cadence Design Systems shares in Q3 2021, an estimated $5.64K.
Cadence Design Systems made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #324 holding.
Berman Capital Advisors first reported a position in Cadence Design Systems in Q4 2018 and has held it in 12 quarters since.
718 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.