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Independent Solutions Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Independent Solutions 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
Q2 		– Sell
-1,727
Closed -$237K – 208
2021
Q1 		$237K Buy
+1,727
New +$232K 0.07% 175

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Parnassus Investments
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Janus Henderson Group
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PAMU
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Independent Solutions Wealth Management's CDNS Position: Q2 2021 in Review

Independent Solutions Wealth Management sold out of Cadence Design Systems (CDNS) in Q2 2021, closing a stake of 1,727 shares — an estimated $237K sold.

Independent Solutions Wealth Management first reported a position in CDNS in Q1 2021 and held it in 1 quarter. The position peaked at $237K in Q1 2021. 701 funds tracked by Wall St. Rank hold CDNS as of Q2 2021.

  • Independent Solutions Wealth Management reported no remaining Cadence Design Systems position as of Q2 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,727 Cadence Design Systems shares in Q2 2021, an estimated $237K.
  • Independent Solutions Wealth Management first reported a position in Cadence Design Systems in Q1 2021 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Cadence Design Systems position peaked at $237K in Q1 2021.
  • 701 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2021, filed 19 Dec 2024.