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

Buckley 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 Q3	–	Sell	-977	Closed	-$229K	–	105
2023 Q2	$229K	Buy	+977	New	+$213K	0.08%	121
2023 Q1	–	Sell	-1,298	Closed	-$209K	–	105
2022 Q4	$209K	Sell	1,298 -33	-2%	-$5.28K	0.08%	105
2022 Q3	$218K	Sell	1,331 -846	-39%	-$145K	0.08%	106
2022 Q2	$327K	Sell	2,177 -19	-0.9%	-$2.87K	0.11%	111
2022 Q1	$361K	Buy	2,196 +895	+69%	+$137K	0.1%	106
2021 Q4	$242K	Buy	+1,301	New	+$227K	0.07%	116
2018 Q2	–	Sell	-14,530	Closed	-$534K	–	159
2018 Q1	$534K	Buy	14,530 +525	+4%	+$21.4K	0.26%	91
2017 Q4	$586K	Buy	+14,005	New	+$602K	0.29%	82

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Buckley Wealth Management's CDNS Position: Q3 2023 in Review

Buckley Wealth Management sold out of Cadence Design Systems (CDNS) in Q3 2023, closing a stake of 977 shares — an estimated $229K sold.

Buckley Wealth Management first reported a position in CDNS in Q4 2017 and held it in 8 quarters. The position peaked at $586K in Q4 2017. 1,037 funds tracked by Wall St. Rank hold CDNS as of Q3 2023.

Buckley Wealth Management reported no remaining Cadence Design Systems position as of Q3 2023 after selling out during the quarter.
Buckley Wealth Management sold 977 Cadence Design Systems shares in Q3 2023, an estimated $229K.
Buckley Wealth Management first reported a position in Cadence Design Systems in Q4 2017 and held it in 8 quarters.
Buckley Wealth Management's Cadence Design Systems position peaked at $586K in Q4 2017.
1,037 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.