FWM
CDNS icon

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

Focused 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
Q4 		– Sell
-400
Closed -$65K – 1103
2022
Q3 		$65K Buy
+400
New +$68.8K 0.01% 237

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focused Wealth Management's CDNS Position: Q4 2022 in Review

Focused Wealth Management sold out of Cadence Design Systems (CDNS) in Q4 2022, closing a stake of 400 shares — an estimated $65K sold.

Focused Wealth Management first reported a position in CDNS in Q3 2022 and held it in 1 quarter. The position peaked at $65K in Q3 2022. 883 funds tracked by Wall St. Rank hold CDNS as of Q4 2022.

  • Focused Wealth Management reported no remaining Cadence Design Systems position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 400 Cadence Design Systems shares in Q4 2022, an estimated $65K.
  • Focused Wealth Management first reported a position in Cadence Design Systems in Q3 2022 and held it in 1 quarter.
  • Focused Wealth Management's Cadence Design Systems position peaked at $65K in Q3 2022.
  • 883 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.