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Buckingham Strategic Wealth’s Cadence Design Systems CDNS Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$2.88M Sell
9,374
-419
-4% -$124K 0.03% 196
2024
Q1 		$3.05M Sell
9,793
-198
-2% -$58.6K 0.03% 193
2023
Q4 		$2.72M Sell
9,991
-157
-2% -$40.5K 0.03% 197
2023
Q3 		$2.38M Buy
10,148
+66
+0.7% +$15.4K 0.03% 199
2023
Q2 		$2.36M Sell
10,082
-338
-3% -$73.6K 0.03% 200
2023
Q1 		$1.67M Hold
10,420
– – 0.03% 202
2022
Q4 		$1.67M Sell
10,420
-480
-4% -$76.7K 0.03% 203
2022
Q3 		$1.78M Buy
10,900
+174
+2% +$29.9K 0.04% 181
2022
Q2 		$1.61M Sell
10,726
-189
-2% -$28.5K 0.03% 199
2022
Q1 		$1.79M Sell
10,915
-65
-0.6% -$9.97K 0.04% 191
2021
Q4 		$2.05M Sell
10,980
-1,075
-9% -$187K 0.04% 177
2021
Q3 		$1.83M Buy
12,055
+284
+2% +$43.3K 0.04% 182
2021
Q2 		$1.61M Sell
11,771
-468
-4% -$62K 0.04% 196
2021
Q1 		$1.68M Sell
12,239
-129
-1% -$17.3K 0.08% 169
2020
Q4 		$1.69M Buy
12,368
+8,586
+227% +$1.01M 0.09% 167
2020
Q3 		$403K Sell
3,782
-798
-17% -$84K 0.03% 299
2020
Q2 		$439K Hold
4,580
– – 0.04% 239
2020
Q1 		$302K Hold
4,580
– – 0.03% 343
2019
Q4 		$318K Sell
4,580
-296
-6% -$19.8K 0.03% 340
2019
Q3 		$322K Buy
4,876
+296
+6% +$20.8K 0.03% 310
2019
Q2 		$324K Hold
4,580
– – 0.04% 318
2019
Q1 		$291K Buy
+4,580
New +$243K 0.04% 320
2018
Q4 		– Sell
-4,580
Closed -$208K – 357
2018
Q3 		$208K Buy
+4,580
New +$208K 0.03% 335

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Buckingham Strategic Wealth's CDNS Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Cadence Design Systems (CDNS) stake by 4.3% in Q2 2024, selling an estimated $124K and leaving 9,374 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #196.

Buckingham Strategic Wealth first reported a position in CDNS in Q3 2018 and has held it in 23 quarters since. The position peaked at $3.05M in Q1 2024. 1,269 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

  • Buckingham Strategic Wealth held 9,374 shares of Cadence Design Systems worth $2.88M as of Q2 2024.
  • Buckingham Strategic Wealth sold 419 Cadence Design Systems shares in Q2 2024, an estimated $124K.
  • Cadence Design Systems made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #196 holding.
  • Buckingham Strategic Wealth first reported a position in Cadence Design Systems in Q3 2018 and has held it in 23 quarters since.
  • Buckingham Strategic Wealth's Cadence Design Systems position peaked at $3.05M in Q1 2024.
  • 1,269 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.