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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-200
Closed -$30K 768
2022
Q2
$30K Hold
200
0.01% 405
2022
Q1
$33K Hold
200
0.01% 372
2021
Q4
$37K Buy
+200
New +$34.9K 0.02% 319

Other funds holding CDNS

Selective Wealth Management's CDNS Position: Q3 2022 in Review

Selective Wealth Management sold out of Cadence Design Systems (CDNS) in Q3 2022, closing a stake of 200 shares — an estimated $30K sold.

Selective Wealth Management first reported a position in CDNS in Q4 2021 and held it in 3 quarters. The position peaked at $37K in Q4 2021. 827 funds tracked by Wall St. Rank hold CDNS as of Q3 2022.

  • Selective Wealth Management reported no remaining Cadence Design Systems position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 200 Cadence Design Systems shares in Q3 2022, an estimated $30K.
  • Selective Wealth Management first reported a position in Cadence Design Systems in Q4 2021 and held it in 3 quarters.
  • Selective Wealth Management's Cadence Design Systems position peaked at $37K in Q4 2021.
  • 827 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.