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

Sugarloaf 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
2024
Q4 		– Sell
-20
Closed -$5.42K – 691
2024
Q3 		$5.42K Buy
+20
New +$5.53K ﹤0.01% 558

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Geode Capital Management
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AllianceBernstein
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Massachusetts Financial Services
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UBS AM
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Sugarloaf Wealth Management's CDNS Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Cadence Design Systems (CDNS) in Q4 2024, closing a stake of 20 shares — an estimated $5.42K sold.

Sugarloaf Wealth Management first reported a position in CDNS in Q3 2024 and held it in 1 quarter. The position peaked at $5.42K in Q3 2024. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining Cadence Design Systems position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 20 Cadence Design Systems shares in Q4 2024, an estimated $5.42K.
  • Sugarloaf Wealth Management first reported a position in Cadence Design Systems in Q3 2024 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Cadence Design Systems position peaked at $5.42K in Q3 2024.
  • 1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.