Stratos Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Stratos Wealth 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 Q3	–	Sell	-677	Closed	-$208K	–	739
2024 Q2	$208K	Sell	677 -11	-2%	-$3.26K	0.01%	653
2024 Q1	$214K	Buy	+688	New	+$204K	0.01%	613
2023 Q2	–	Sell	-6,218	Closed	-$1.31M	–	625
2023 Q1	$1.31M	Sell	6,218 -2,500	-29%	-$473K	0.1%	240
2022 Q4	$1.4M	Buy	8,718 +404	+5%	+$64.6K	0.12%	234
2022 Q3	$1.36M	Sell	8,314 -24	-0.3%	-$4.13K	0.14%	195
2022 Q2	$1.25M	Buy	8,338 +2,845	+52%	+$430K	0.11%	227
2022 Q1	$903K	Sell	5,493 -2,969	-35%	-$455K	0.07%	289
2021 Q4	$1.58M	Buy	8,462 +1,286	+18%	+$224K	0.11%	216
2021 Q3	$1.09M	Buy	+7,176	New	+$1.09M	0.09%	239
2021 Q1	–	Sell	-1,789	Closed	-$244K	–	478
2020 Q4	$244K	Buy	+1,789	New	+$210K	0.03%	350

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stratos Wealth Advisors's CDNS Position: Q3 2024 in Review

Stratos Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q3 2024, closing a stake of 677 shares — an estimated $208K sold.

Stratos Wealth Advisors first reported a position in CDNS in Q4 2020 and held it in 10 quarters. The position peaked at $1.58M in Q4 2021. 1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

Stratos Wealth Advisors reported no remaining Cadence Design Systems position as of Q3 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 677 Cadence Design Systems shares in Q3 2024, an estimated $208K.
Stratos Wealth Advisors first reported a position in Cadence Design Systems in Q4 2020 and held it in 10 quarters.
Stratos Wealth Advisors's Cadence Design Systems position peaked at $1.58M in Q4 2021.
1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on Stratos Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.