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Resurgent Financial Advisors’s Cadence Design Systems CDNS Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-308
Closed -$83.9K – 243
2023
Q4 		$83.9K Sell
308
-30
-9% -$7.73K 0.05% 265
2023
Q3 		$79.2K Sell
338
-19
-5% -$4.45K 0.05% 260
2023
Q2 		$83.7K Sell
357
-3
-0.8% -$653 0.06% 257
2023
Q1 		$75.6K Sell
360
-86
-19% -$16.3K 0.05% 266
2022
Q4 		$71.6K Buy
+446
New +$71.3K 0.04% 365

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Resurgent Financial Advisors's CDNS Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Cadence Design Systems (CDNS) in Q1 2024, closing a stake of 308 shares — an estimated $83.9K sold.

Resurgent Financial Advisors first reported a position in CDNS in Q4 2022 and held it in 5 quarters. The position peaked at $83.9K in Q4 2023. 1,252 funds tracked by Wall St. Rank hold CDNS as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Cadence Design Systems position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 308 Cadence Design Systems shares in Q1 2024, an estimated $83.9K.
  • Resurgent Financial Advisors first reported a position in Cadence Design Systems in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Cadence Design Systems position peaked at $83.9K in Q4 2023.
  • 1,252 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.