Next Financial Group’s Cadence Design Systems CDNS Stock Holding History

Next Financial Group’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	$235K	Buy	1,265 +859	+212%	+$150K	0.02%	832
2021 Q3	$62K	Sell	406 -732	-64%	-$112K	﹤0.01%	1318
2021 Q2	$156K	Sell	1,138 -959	-46%	-$127K	0.01%	918
2021 Q1	$287K	Sell	2,097 -313	-13%	-$42K	0.03%	636
2020 Q4	$329K	Buy	2,410 +475	+25%	+$55.7K	0.03%	530
2020 Q3	$207K	Buy	+1,935	New	+$204K	0.02%	606
2019 Q4	–	Sell	-580	Closed	-$38K	–	2372
2019 Q3	$38K	Sell	580 -340	-37%	-$23.9K	﹤0.01%	1220
2019 Q2	$65K	Sell	920 -2,254	-71%	-$151K	0.01%	1073
2019 Q1	$202K	Buy	+3,174	New	+$168K	0.05%	357
2015 Q4	–	Sell	-33	Closed	–	–	1783
2015 Q3	$0	Hold	33	–	–	﹤0.01%	1826
2015 Q2	$0	Hold	33	–	–	﹤0.01%	1846
2015 Q1	$0	Hold	33	–	–	﹤0.01%	1850
2014 Q4	$1K	Sell	33 -487	-94%	-$8.74K	﹤0.01%	1792
2014 Q3	$9K	Hold	520	–	–	﹤0.01%	1789
2014 Q2	$9K	Buy	+520	New	+$8.31K	﹤0.01%	802

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

Next Financial Group's CDNS Position: Q4 2021 in Review

Next Financial Group increased its Cadence Design Systems (CDNS) stake by 212% in Q4 2021, buying an estimated $150K and bringing the position to 1,265 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #832.

Next Financial Group first reported a position in CDNS in Q2 2014 and has held it in 15 quarters since. The position peaked at $329K in Q4 2020. 818 funds tracked by Wall St. Rank hold CDNS as of Q4 2021.

Next Financial Group held 1,265 shares of Cadence Design Systems worth $235K as of Q4 2021.
Next Financial Group bought 859 Cadence Design Systems shares in Q4 2021, an estimated $150K.
Cadence Design Systems made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #832 holding.
Next Financial Group first reported a position in Cadence Design Systems in Q2 2014 and has held it in 15 quarters since.
Next Financial Group's Cadence Design Systems position peaked at $329K in Q4 2020.
818 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.