Mark Sheptoff Financial Planning’s Cadence Design Systems CDNS Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-50	Closed	-$13.6K	–	408
2023 Q4	$13.6K	Hold	50	–	–	0.01%	262
2023 Q3	$11.7K	Hold	50	–	–	0.01%	257
2023 Q2	$11.7K	Buy	+50	New	+$10.9K	0.01%	267
2019 Q4	–	Sell	-16,000	Closed	-$1.06M	–	363
2019 Q3	$1.06M	Buy	16,000 +600	+4%	+$42.2K	0.71%	35
2019 Q2	$1.09M	Buy	15,400 +10,900	+242%	+$729K	0.74%	33
2019 Q1	$286K	Buy	+4,500	New	+$238K	0.21%	77
2014 Q3	–	Sell	-700	Closed	-$12K	–	341
2014 Q2	$12K	Hold	700	–	–	0.01%	263
2014 Q1	$11K	Buy	+700	New	+$10.4K	0.01%	274

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Mark Sheptoff Financial Planning's CDNS Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of Cadence Design Systems (CDNS) in Q1 2024, closing a stake of 50 shares — an estimated $13.6K sold.

Mark Sheptoff Financial Planning first reported a position in CDNS in Q1 2014 and held it in 8 quarters. The position peaked at $1.09M in Q2 2019. 1,252 funds tracked by Wall St. Rank hold CDNS as of Q1 2024.

Mark Sheptoff Financial Planning reported no remaining Cadence Design Systems position as of Q1 2024 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 50 Cadence Design Systems shares in Q1 2024, an estimated $13.6K.
Mark Sheptoff Financial Planning first reported a position in Cadence Design Systems in Q1 2014 and held it in 8 quarters.
Mark Sheptoff Financial Planning's Cadence Design Systems position peaked at $1.09M in Q2 2019.
1,252 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.