Harvest Group Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-578	Closed	-$79K	–	139
2020 Q4	$79K	Hold	578	–	–	0.05%	78
2020 Q3	$62K	Hold	578	–	–	0.04%	82
2020 Q2	$55K	Hold	578	–	–	0.05%	74
2020 Q1	$38K	Hold	578	–	–	0.04%	88
2019 Q4	$40K	Hold	578	–	–	0.03%	90
2019 Q3	$38K	Hold	578	–	–	0.05%	91
2019 Q2	$40K	Hold	578	–	–	0.05%	83
2019 Q1	$37K	Buy	+578	New	+$30.6K	0.03%	106

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

Harvest Group Wealth Management's CDNS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Cadence Design Systems (CDNS) in Q1 2021, closing a stake of 578 shares — an estimated $79K sold.

Harvest Group Wealth Management first reported a position in CDNS in Q1 2019 and held it in 8 quarters. The position peaked at $79K in Q4 2020. 705 funds tracked by Wall St. Rank hold CDNS as of Q1 2021.

Harvest Group Wealth Management reported no remaining Cadence Design Systems position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 578 Cadence Design Systems shares in Q1 2021, an estimated $79K.
Harvest Group Wealth Management first reported a position in Cadence Design Systems in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Cadence Design Systems position peaked at $79K in Q4 2020.
705 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.