SageView Advisory Group’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
854
-1
-0.1% -$334 0.01% 508
2025
Q1
$217K Sell
855
-416
-33% -$106K 0.01% 552
2024
Q4
$382K Buy
1,271
+229
+22% +$68.8K 0.02% 391
2024
Q3
$282K Sell
1,042
-362
-26% -$98.1K 0.01% 413
2024
Q2
$432K Buy
1,404
+383
+38% +$118K 0.02% 364
2024
Q1
$318K Sell
1,021
-202
-17% -$62.9K 0.02% 399
2023
Q4
$360K Buy
+1,223
New +$360K 0.02% 458