Jupiter Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Jupiter 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
2020 Q4	–	Sell	-6,000	Closed	-$640K	–	75
2020 Q3	$640K	Sell	6,000 -3,000	-33%	-$316K	0.45%	39
2020 Q2	$933K	Sell	9,000 -2,160	-19%	-$181K	0.47%	39
2020 Q1	$846K	Sell	11,160 -1,240	-10%	-$86K	0.49%	36
2019 Q4	$900K	Sell	12,400 -12,600	-50%	-$845K	0.44%	39
2019 Q3	$1.65M	Hold	25,000	–	–	0.88%	32
2019 Q2	$1.86M	Hold	25,000	–	–	0.92%	32
2019 Q1	$1.58M	Buy	+25,000	New	+$1.32M	0.76%	34

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jupiter Wealth Management's CDNS Position: Q4 2020 in Review

Jupiter Wealth Management sold out of Cadence Design Systems (CDNS) in Q4 2020, closing a stake of 6,000 shares — an estimated $640K sold.

Jupiter Wealth Management first reported a position in CDNS in Q1 2019 and held it in 7 quarters. The position peaked at $1.86M in Q2 2019. 698 funds tracked by Wall St. Rank hold CDNS as of Q4 2020.

Jupiter Wealth Management reported no remaining Cadence Design Systems position as of Q4 2020 after selling out during the quarter.
Jupiter Wealth Management sold 6,000 Cadence Design Systems shares in Q4 2020, an estimated $640K.
Jupiter Wealth Management first reported a position in Cadence Design Systems in Q1 2019 and held it in 7 quarters.
Jupiter Wealth Management's Cadence Design Systems position peaked at $1.86M in Q2 2019.
698 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2020.

Based on Jupiter Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.