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

CM 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 Q2	–	Sell	-7,054	Closed	-$1.44M	–	205
2023 Q1	$1.44M	Buy	+7,054	New	+$1.33M	0.28%	83

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

CM Wealth Advisors's CDNS Position: Q2 2023 in Review

CM Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q2 2023, closing a stake of 7,054 shares — an estimated $1.44M sold.

CM Wealth Advisors first reported a position in CDNS in Q1 2023 and held it in 1 quarter. The position peaked at $1.44M in Q1 2023. 1,028 funds tracked by Wall St. Rank hold CDNS as of Q2 2023.

CM Wealth Advisors reported no remaining Cadence Design Systems position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 7,054 Cadence Design Systems shares in Q2 2023, an estimated $1.44M.
CM Wealth Advisors first reported a position in Cadence Design Systems in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Cadence Design Systems position peaked at $1.44M in Q1 2023.
1,028 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.