Financial Partners Capital Management’s Cadence Design Systems CDNS Stock Holding History

Financial Partners Capital 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 Q4	$801K	Hold	4,987	–	–	0.18%	87
2022 Q3	$815K	Hold	4,987	–	–	0.19%	88
2022 Q2	$748K	Sell	4,987 -34	-0.7%	-$5.13K	0.16%	97
2022 Q1	$826K	Hold	5,021	–	–	0.15%	93
2021 Q4	$936K	Hold	5,021	–	–	0.17%	87
2021 Q3	$760K	Hold	5,021	–	–	0.14%	86
2021 Q2	$687K	Sell	5,021 -20	-0.4%	-$2.65K	0.13%	84
2021 Q1	$691K	Hold	5,041	–	–	0.14%	79
2020 Q4	$688K	Hold	5,041	–	–	0.16%	68
2020 Q3	$538K	Sell	5,041 -50	-1%	-$5.26K	0.14%	69
2020 Q2	$489K	Sell	5,091 -29	-0.6%	-$2.43K	0.14%	69
2020 Q1	$338K	Buy	+5,120	New	+$355K	0.11%	73
2018 Q4	$229K	Hold	5,257	–	–	0.08%	77
2018 Q3	$238K	Sell	5,257 -171	-3%	-$7.78K	0.07%	75
2018 Q2	$235K	Buy	+5,428	New	+$223K	0.07%	72
2018 Q1	–	Sell	-5,428	Closed	-$227K	–	80
2017 Q4	$227K	Hold	5,428	–	–	0.04%	118
2017 Q3	$214K	Buy	+5,428	New	+$200K	0.04%	114
2015 Q4	–	Sell	-12,385	Closed	-$256K	–	120
2015 Q3	$256K	Sell	12,385 -7,700	-38%	-$157K	0.06%	107
2015 Q2	$395K	Sell	20,085 -17,200	-46%	-$333K	0.1%	100
2015 Q1	$688K	Sell	37,285 -315	-0.8%	-$5.74K	0.17%	87
2014 Q4	$713K	Sell	37,600 -6,000	-14%	-$108K	0.19%	85
2014 Q3	$750K	Sell	43,600 -100	-0.2%	-$1.74K	0.22%	73
2014 Q2	$764K	Sell	43,700 -4,900	-10%	-$78.3K	0.23%	73
2014 Q1	$755K	Sell	48,600 -1,200	-2%	-$17.8K	0.24%	72
2013 Q4	$698K	Sell	49,800 -19,175	-28%	-$257K	0.23%	75
2013 Q3	$932K	Sell	68,975 -700	-1%	-$10K	0.37%	55
2013 Q2	$1.01M	Buy	+69,675	New	+$981K	0.45%	48

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Partners Capital Management's CDNS Position: Q4 2022 in Review

Financial Partners Capital Management held its Cadence Design Systems (CDNS) position steady in Q4 2022 at 4,987 shares worth $801K. The position accounts for 0.18% of the portfolio, ranked #87.

Financial Partners Capital Management first reported a position in CDNS in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.01M in Q2 2013. 883 funds tracked by Wall St. Rank hold CDNS as of Q4 2022.

Financial Partners Capital Management held 4,987 shares of Cadence Design Systems worth $801K as of Q4 2022.
Financial Partners Capital Management left its Cadence Design Systems share count unchanged in Q4 2022.
Cadence Design Systems made up 0.18% of Financial Partners Capital Management's portfolio in Q4 2022, its #87 holding.
Financial Partners Capital Management first reported a position in Cadence Design Systems in Q2 2013 and has held it in 27 quarters since.
Financial Partners Capital Management's Cadence Design Systems position peaked at $1.01M in Q2 2013.
883 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.