One Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

One Wealth Advisors’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	-746	Closed	-$120K	–	261
2022 Q4	$120K	Buy	+746	New	+$119K	0.03%	264
2020 Q2	–	Sell	-3,720	Closed	-$246K	–	87
2020 Q1	$246K	Sell	3,720 -1,392	-27%	-$96.6K	0.24%	62
2019 Q4	$355K	Sell	5,112 -102	-2%	-$6.84K	0.26%	61
2019 Q3	$345K	Sell	5,214 -907	-15%	-$63.8K	0.3%	50
2019 Q2	$433K	Buy	6,121 +1,661	+37%	+$111K	0.36%	45
2019 Q1	$283K	Buy	+4,460	New	+$236K	0.23%	77
2018 Q4	–	Sell	-16,481	Closed	-$747K	–	163
2018 Q3	$747K	Sell	16,481 -2,406	-13%	-$110K	0.57%	19
2018 Q2	$818K	Sell	18,887 -457	-2%	-$18.8K	0.65%	15
2018 Q1	$711K	Buy	19,344 +3,662	+23%	+$149K	0.63%	14
2017 Q4	$656K	Buy	+15,682	New	+$674K	0.53%	21

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

One Wealth Advisors's CDNS Position: Q1 2023 in Review

One Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q1 2023, closing a stake of 746 shares — an estimated $120K sold.

One Wealth Advisors first reported a position in CDNS in Q4 2017 and held it in 10 quarters. The position peaked at $818K in Q2 2018. 955 funds tracked by Wall St. Rank hold CDNS as of Q1 2023.

One Wealth Advisors reported no remaining Cadence Design Systems position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 746 Cadence Design Systems shares in Q1 2023, an estimated $120K.
One Wealth Advisors first reported a position in Cadence Design Systems in Q4 2017 and held it in 10 quarters.
One Wealth Advisors's Cadence Design Systems position peaked at $818K in Q2 2018.
955 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.