Forvis Mazars Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Forvis Mazars 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 Q1	–	Sell	-4,588	Closed	-$626K	–	293
2020 Q4	$626K	Buy	4,588 +84	+2%	+$9.85K	0.03%	189
2020 Q3	$480K	Buy	4,504 +947	+27%	+$99.6K	0.03%	210
2020 Q2	$341K	Buy	+3,557	New	+$298K	0.02%	236

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's CDNS Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q1 2021, closing a stake of 4,588 shares — an estimated $626K sold.

Forvis Mazars Wealth Advisors first reported a position in CDNS in Q2 2020 and held it in 3 quarters. The position peaked at $626K in Q4 2020. 705 funds tracked by Wall St. Rank hold CDNS as of Q1 2021.

Forvis Mazars Wealth Advisors reported no remaining Cadence Design Systems position as of Q1 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 4,588 Cadence Design Systems shares in Q1 2021, an estimated $626K.
Forvis Mazars Wealth Advisors first reported a position in Cadence Design Systems in Q2 2020 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's Cadence Design Systems position peaked at $626K in Q4 2020.
705 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.