Halpern Financial’s Cadence Design Systems CDNS Stock Holding History

Halpern Financial’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
2023 Q3	–	Sell	-88	Closed	-$20.6K	–	220
2023 Q2	$20.6K	Buy	+88	New	+$19.2K	0.01%	114

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Halpern Financial's CDNS Position: Q3 2023 in Review

Halpern Financial sold out of Cadence Design Systems (CDNS) in Q3 2023, closing a stake of 88 shares — an estimated $20.6K sold.

Halpern Financial first reported a position in CDNS in Q2 2023 and held it in 1 quarter. The position peaked at $20.6K in Q2 2023. 1,037 funds tracked by Wall St. Rank hold CDNS as of Q3 2023.

Halpern Financial reported no remaining Cadence Design Systems position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 88 Cadence Design Systems shares in Q3 2023, an estimated $20.6K.
Halpern Financial first reported a position in Cadence Design Systems in Q2 2023 and held it in 1 quarter.
Halpern Financial's Cadence Design Systems position peaked at $20.6K in Q2 2023.
1,037 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.