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

Nicola 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
2023 Q1	–	Sell	-22,300	Closed	-$3.58M	–	114
2022 Q4	$3.58M	Buy	22,300 +2,800	+14%	+$448K	0.36%	72
2022 Q3	$3.19M	Sell	19,500 -19,000	-49%	-$3.27M	0.35%	77
2022 Q2	$5.78M	Buy	38,500 +2,500	+7%	+$377K	0.55%	55
2022 Q1	$5.92M	Buy	+36,000	New	+$5.52M	0.52%	61

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nicola Wealth Management's CDNS Position: Q1 2023 in Review

Nicola Wealth Management sold out of Cadence Design Systems (CDNS) in Q1 2023, closing a stake of 22,300 shares — an estimated $3.58M sold.

Nicola Wealth Management first reported a position in CDNS in Q1 2022 and held it in 4 quarters. The position peaked at $5.92M in Q1 2022. 955 funds tracked by Wall St. Rank hold CDNS as of Q1 2023.

Nicola Wealth Management reported no remaining Cadence Design Systems position as of Q1 2023 after selling out during the quarter.
Nicola Wealth Management sold 22,300 Cadence Design Systems shares in Q1 2023, an estimated $3.58M.
Nicola Wealth Management first reported a position in Cadence Design Systems in Q1 2022 and held it in 4 quarters.
Nicola Wealth Management's Cadence Design Systems position peaked at $5.92M in Q1 2022.
955 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2023.

Based on Nicola Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.