LWM Advisory Services’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,482
Closed -$242K 91
2022
Q3
$242K Buy
1,482
+59
+4% +$10.1K 0.27% 99
2022
Q2
$213K Buy
1,423
+152
+12% +$22.9K 0.26% 103
2022
Q1
$209K Buy
+1,271
New +$195K 0.26% 108

Other funds holding CDNS

LWM Advisory Services's CDNS Position: Q4 2022 in Review

LWM Advisory Services sold out of Cadence Design Systems (CDNS) in Q4 2022, closing a stake of 1,482 shares — an estimated $242K sold.

LWM Advisory Services first reported a position in CDNS in Q1 2022 and held it in 3 quarters. The position peaked at $242K in Q3 2022. 883 funds tracked by Wall St. Rank hold CDNS as of Q4 2022.

  • LWM Advisory Services reported no remaining Cadence Design Systems position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 1,482 Cadence Design Systems shares in Q4 2022, an estimated $242K.
  • LWM Advisory Services first reported a position in Cadence Design Systems in Q1 2022 and held it in 3 quarters.
  • LWM Advisory Services's Cadence Design Systems position peaked at $242K in Q3 2022.
  • 883 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.