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

Curi 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
2022 Q3	–	Sell	-15	Closed	-$2K	–	273
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	512
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	447
2021 Q4	$2K	Buy	+15	New	+$2.62K	﹤0.01%	411
2021 Q1	–	Sell	-15	Closed	-$2K	–	163
2020 Q4	$2K	Buy	+15	New	+$1.76K	﹤0.01%	333

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 $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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Curi Wealth Management's CDNS Position: Q3 2022 in Review

Curi Wealth Management sold out of Cadence Design Systems (CDNS) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in CDNS in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 827 funds tracked by Wall St. Rank hold CDNS as of Q3 2022.

Curi Wealth Management reported no remaining Cadence Design Systems position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 15 Cadence Design Systems shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in Cadence Design Systems in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Cadence Design Systems position peaked at $2K in Q2 2022.
827 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.