Clearview Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-93	Closed	-$21.8K	–	194
2023 Q2	$21.8K	Hold	93	–	–	0.02%	270
2023 Q1	$19.5K	Buy	93 +1	+1%	+$189	0.02%	280
2022 Q4	$14.8K	Hold	92	–	–	0.01%	289
2022 Q3	$15K	Sell	92 -63	-41%	-$10.8K	0.01%	286
2022 Q2	$23K	Sell	155 -5	-3%	-$755	0.02%	256
2022 Q1	$26K	Sell	160 -29	-15%	-$4.45K	0.02%	261
2021 Q4	$35K	Buy	189 +7	+4%	+$1.22K	0.02%	263
2021 Q3	$28K	Hold	182	–	–	0.02%	293
2021 Q2	$25K	Buy	182 +25	+16%	+$3.31K	0.02%	314
2021 Q1	$22K	Buy	157 +25	+19%	+$3.35K	0.01%	316
2020 Q4	$18K	Buy	+132	New	+$15.5K	0.01%	310

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

Clearview Wealth Advisors's CDNS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q3 2023, closing a stake of 93 shares — an estimated $21.8K sold.

Clearview Wealth Advisors first reported a position in CDNS in Q4 2020 and held it in 11 quarters. The position peaked at $35K in Q4 2021. 1,037 funds tracked by Wall St. Rank hold CDNS as of Q3 2023.

Clearview Wealth Advisors reported no remaining Cadence Design Systems position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 93 Cadence Design Systems shares in Q3 2023, an estimated $21.8K.
Clearview Wealth Advisors first reported a position in Cadence Design Systems in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Cadence Design Systems position peaked at $35K in Q4 2021.
1,037 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.