JP Morgan Private Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

JP Morgan Private 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
2023 Q3	$10.9M	Buy	+46,699	New	+$10.9M	0.03%	363
2023 Q2	–	Sell	-36,057	Closed	-$7.58M	–	1548
2023 Q1	$7.58M	Sell	36,057 -3,094	-8%	-$585K	0.02%	491
2022 Q4	$6.29M	Buy	39,151 +489	+1%	+$78.2K	0.01%	528
2022 Q3	$6.32M	Buy	38,662 +805	+2%	+$138K	0.02%	504
2022 Q2	$5.68M	Buy	37,857 +5,234	+16%	+$790K	0.01%	540
2022 Q1	$5.37M	Buy	32,623 +1,724	+6%	+$264K	0.01%	596
2021 Q4	$5.76M	Buy	30,899 +12,515	+68%	+$2.18M	0.01%	576
2021 Q3	$2.78M	Buy	18,384 +2,991	+19%	+$456K	0.01%	765
2021 Q2	$2.11M	Buy	15,393 +4,715	+44%	+$625K	0.01%	852
2021 Q1	$1.46M	Sell	10,678 -1,931	-15%	-$259K	﹤0.01%	883
2020 Q4	$1.72M	Buy	12,609 +3,385	+37%	+$397K	0.01%	796
2020 Q3	$984K	Buy	9,224 +587	+7%	+$61.8K	﹤0.01%	895
2020 Q2	$829K	Sell	8,637 -1,370	-14%	-$115K	﹤0.01%	883
2020 Q1	$661K	Buy	10,007 +100	+1%	+$6.94K	﹤0.01%	836
2019 Q4	$688K	Buy	9,907 +1,132	+13%	+$75.9K	﹤0.01%	928
2019 Q3	$580K	Buy	8,775 +1,374	+19%	+$96.6K	﹤0.01%	950
2019 Q2	$524K	Buy	7,401 +556	+8%	+$37.2K	﹤0.01%	966
2019 Q1	$435K	Buy	6,845 +200	+3%	+$10.6K	﹤0.01%	1079
2018 Q4	$289K	Sell	6,645 -3,199	-32%	-$139K	﹤0.01%	1185
2018 Q3	$446K	Sell	9,844 -5,420	-36%	-$247K	﹤0.01%	1112
2018 Q2	$661K	Sell	15,264 -6,702	-31%	-$276K	﹤0.01%	911
2018 Q1	$808K	Buy	21,966 +3,186	+17%	+$130K	0.01%	703
2017 Q4	$785K	Sell	18,780 -3,804	-17%	-$164K	0.01%	726
2017 Q3	$892K	Buy	22,584 +1,491	+7%	+$54.9K	0.01%	663
2017 Q2	$707K	Buy	+21,093	New	+$702K	0.01%	711
2014 Q2	–	Sell	-12,072	Closed	-$187K	–	895
2014 Q1	$187K	Buy	+12,072	New	+$179K	﹤0.01%	819

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Private Wealth Advisors's CDNS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Cadence Design Systems (CDNS) in Q3 2023: 46,699 shares worth $10.9M. The stake represents 0.03% of the portfolio and ranks #363 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CDNS as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in CDNS in Q1 2014 and has held it in 26 quarters since. 1,038 funds tracked by Wall St. Rank hold CDNS as of Q3 2023.

JP Morgan Private Wealth Advisors held 46,699 shares of Cadence Design Systems worth $10.9M as of Q3 2023.
Cadence Design Systems was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Cadence Design Systems made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #363 holding.
JP Morgan Private Wealth Advisors first reported a position in Cadence Design Systems in Q1 2014 and has held it in 26 quarters since.
1,038 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.