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

Liberty 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 Q4	–	Sell	-324	Closed	-$50K	–	307
2021 Q3	$50K	Sell	324 -27	-8%	-$4.12K	0.02%	424
2021 Q2	$48K	Buy	351 +107	+44%	+$14.2K	0.02%	321
2021 Q1	$32K	Hold	244	–	–	0.02%	368
2020 Q4	$32K	Buy	244 +18	+8%	+$2.11K	0.02%	365
2020 Q3	$24K	Hold	226	–	–	0.01%	367
2020 Q2	$22K	Hold	226	–	–	0.02%	367
2020 Q1	$15K	Hold	226	–	–	0.01%	399
2019 Q4	$15K	Hold	226	–	–	0.01%	456
2019 Q3	$15K	Buy	226 +163	+259%	+$11.5K	0.01%	439
2019 Q2	$4K	Buy	63 +21	+50%	+$1.4K	﹤0.01%	686
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	623
2018 Q4	$1K	Buy	+42	New	+$1.82K	﹤0.01%	700

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

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

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

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

Liberty Wealth Management's CDNS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Cadence Design Systems (CDNS) in Q4 2021, closing a stake of 324 shares — an estimated $50K sold.

Liberty Wealth Management first reported a position in CDNS in Q4 2018 and held it in 12 quarters. The position peaked at $50K in Q3 2021. 818 funds tracked by Wall St. Rank hold CDNS as of Q4 2021.

Liberty Wealth Management reported no remaining Cadence Design Systems position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 324 Cadence Design Systems shares in Q4 2021, an estimated $50K.
Liberty Wealth Management first reported a position in Cadence Design Systems in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Cadence Design Systems position peaked at $50K in Q3 2021.
818 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.