Spartan Planning & Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Spartan Planning & Wealth Management’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 Q4	$82.5K	Sell	303 -855	-74%	-$220K	0.09%	108
2023 Q3	$271K	Buy	+1,158	New	+$271K	0.32%	46
2022 Q4	$118K	Sell	734 -108	-13%	-$17.3K	0.15%	75
2022 Q3	$138K	Buy	842 +840	+42,000%	+$144K	0.18%	33
2022 Q2	$0	Sell	2 -1,308	-100%	-$197K	﹤0.01%	101
2022 Q1	$215K	Buy	+1,310	New	+$201K	0.27%	51

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

Norges Bank Oslo, Norway $935B AUM

Spartan Planning & Wealth Management's CDNS Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Cadence Design Systems (CDNS) stake by 74% in Q4 2023, selling an estimated $220K and leaving 303 shares worth $82.5K. The position accounts for 0.09% of the portfolio, ranked #108.

Spartan Planning & Wealth Management first reported a position in CDNS in Q1 2022 and has held it in 6 quarters since. The position peaked at $271K in Q3 2023. 1,182 funds tracked by Wall St. Rank hold CDNS as of Q4 2023.

Spartan Planning & Wealth Management held 303 shares of Cadence Design Systems worth $82.5K as of Q4 2023.
Spartan Planning & Wealth Management sold 855 Cadence Design Systems shares in Q4 2023, an estimated $220K.
Cadence Design Systems made up 0.09% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #108 holding.
Spartan Planning & Wealth Management first reported a position in Cadence Design Systems in Q1 2022 and has held it in 6 quarters since.
Spartan Planning & Wealth Management's Cadence Design Systems position peaked at $271K in Q3 2023.
1,182 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.