IBEX Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

IBEX 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
2022 Q1	–	Sell	-1,705	Closed	-$318K	–	178
2021 Q4	$318K	Hold	1,705	–	–	0.06%	147
2021 Q3	$258K	Hold	1,705	–	–	0.05%	153
2021 Q2	$233K	Buy	+1,705	New	+$226K	0.05%	163
2019 Q3	–	Sell	-817	Closed	-$57K	–	123
2019 Q2	$57K	Buy	+817	New	+$54.6K	0.02%	206
2017 Q1	–	Sell	-2,591	Closed	-$67K	–	121
2016 Q4	$67K	Buy	+2,591	New	+$66.6K	0.03%	164

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

IBEX Wealth Advisors's CDNS Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q1 2022, closing a stake of 1,705 shares — an estimated $318K sold.

IBEX Wealth Advisors first reported a position in CDNS in Q4 2016 and held it in 5 quarters. The position peaked at $318K in Q4 2021. 793 funds tracked by Wall St. Rank hold CDNS as of Q1 2022.

IBEX Wealth Advisors reported no remaining Cadence Design Systems position as of Q1 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 1,705 Cadence Design Systems shares in Q1 2022, an estimated $318K.
IBEX Wealth Advisors first reported a position in Cadence Design Systems in Q4 2016 and held it in 5 quarters.
IBEX Wealth Advisors's Cadence Design Systems position peaked at $318K in Q4 2021.
793 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.