Lifestyle Asset Management’s Cadence Design Systems CDNS Stock Holding History

Lifestyle Asset 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
2024 Q2	–	Sell	-897	Closed	-$279K	–	98
2024 Q1	$279K	Sell	897 -8	-0.9%	-$2.37K	0.16%	63
2023 Q4	$246K	Buy	905 +12	+1%	+$3.09K	0.14%	69
2023 Q3	$209K	Sell	893 -35	-4%	-$8.19K	0.13%	76
2023 Q2	$218K	Buy	+928	New	+$202K	0.13%	79

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lifestyle Asset Management's CDNS Position: Q2 2024 in Review

Lifestyle Asset Management sold out of Cadence Design Systems (CDNS) in Q2 2024, closing a stake of 897 shares — an estimated $279K sold.

Lifestyle Asset Management first reported a position in CDNS in Q2 2023 and held it in 4 quarters. The position peaked at $279K in Q1 2024. 1,269 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

Lifestyle Asset Management reported no remaining Cadence Design Systems position as of Q2 2024 after selling out during the quarter.
Lifestyle Asset Management sold 897 Cadence Design Systems shares in Q2 2024, an estimated $279K.
Lifestyle Asset Management first reported a position in Cadence Design Systems in Q2 2023 and held it in 4 quarters.
Lifestyle Asset Management's Cadence Design Systems position peaked at $279K in Q1 2024.
1,269 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Lifestyle Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.