Polaris Wealth Advisory Group’s Cadence Design Systems CDNS Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$454K	Sell	1,939 -1,982	-51%	-$464K	0.03%	136
2023 Q2	$920K	Sell	3,921 -327	-8%	-$71.2K	0.07%	112
2023 Q1	$892K	Sell	4,248 -199	-4%	-$37.6K	0.07%	120
2022 Q4	$749K	Buy	+4,447	New	+$711K	0.06%	123
2022 Q2	–	Sell	-5,715	Closed	-$932K	–	138
2022 Q1	$932K	Sell	5,715 -37,363	-87%	-$5.73M	0.06%	97
2021 Q4	$8.03M	Buy	+43,078	New	+$7.51M	0.46%	70
2018 Q3	–	Sell	-11,416	Closed	-$420K	–	512
2018 Q2	$420K	Hold	11,416	–	–	0.04%	90
2018 Q1	$420K	Sell	11,416 -473	-4%	-$19.3K	0.03%	110
2017 Q4	$497K	Buy	11,889 +632	+6%	+$27.2K	0.04%	104
2017 Q3	$444K	Buy	+11,257	New	+$415K	0.04%	106
2013 Q4	–	Sell	-200	Closed	-$2.7K	–	186
2013 Q3	$2.7K	Hold	200	–	–	﹤0.01%	132
2013 Q2	$2.9K	Buy	+200	New	+$2.81K	﹤0.01%	140

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Polaris Wealth Advisory Group's CDNS Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Cadence Design Systems (CDNS) stake by 51% in Q3 2023, selling an estimated $464K and leaving 1,939 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #136.

Polaris Wealth Advisory Group first reported a position in CDNS in Q2 2013 and has held it in 12 quarters since. The position peaked at $8.03M in Q4 2021. 1,038 funds tracked by Wall St. Rank hold CDNS as of Q3 2023.

Polaris Wealth Advisory Group held 1,939 shares of Cadence Design Systems worth $454K as of Q3 2023.
Polaris Wealth Advisory Group sold 1,982 Cadence Design Systems shares in Q3 2023, an estimated $464K.
Cadence Design Systems made up 0.03% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #136 holding.
Polaris Wealth Advisory Group first reported a position in Cadence Design Systems in Q2 2013 and has held it in 12 quarters since.
Polaris Wealth Advisory Group's Cadence Design Systems position peaked at $8.03M in Q4 2021.
1,038 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.