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

Evolution 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
2021 Q4	–	Sell	-40	Closed	-$6K	–	237
2021 Q3	$6K	Hold	40	–	–	﹤0.01%	474
2021 Q2	$5K	Hold	40	–	–	﹤0.01%	499
2021 Q1	$5K	Hold	40	–	–	﹤0.01%	516
2020 Q4	$5K	Hold	40	–	–	﹤0.01%	437
2020 Q3	$4K	Hold	40	–	–	﹤0.01%	452
2020 Q2	$4K	Buy	+40	New	+$3.35K	﹤0.01%	385
2020 Q1	–	Sell	-45	Closed	-$3K	–	364
2019 Q4	$3K	Buy	+45	New	+$3.02K	﹤0.01%	490
2019 Q3	–	Sell	-40	Closed	-$3K	–	494
2019 Q2	$3K	Buy	+40	New	+$2.67K	﹤0.01%	331

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

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

Evolution Wealth Advisors's CDNS Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q4 2021, closing a stake of 40 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in CDNS in Q2 2019 and held it in 8 quarters. The position peaked at $6K in Q3 2021. 818 funds tracked by Wall St. Rank hold CDNS as of Q4 2021.

Evolution Wealth Advisors reported no remaining Cadence Design Systems position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 40 Cadence Design Systems shares in Q4 2021, an estimated $6K.
Evolution Wealth Advisors first reported a position in Cadence Design Systems in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Cadence Design Systems position peaked at $6K in Q3 2021.
818 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.