Symphony Financial’s Cadence Design Systems CDNS Stock Holding History

Symphony Financial’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	–	Sell	-1,892	Closed	-$446K	–	197
2023 Q3	$446K	Sell	1,892 -43	-2%	-$10.1K	0.11%	112
2023 Q2	$442K	Buy	1,935 +781	+68%	+$170K	0.11%	125
2023 Q1	$239K	Sell	1,154 -531	-32%	-$100K	0.06%	190
2022 Q4	$275K	Buy	+1,685	New	+$269K	0.07%	171
2022 Q2	–	Sell	-2,042	Closed	-$319K	–	186
2022 Q1	$319K	Buy	+2,042	New	+$313K	0.08%	160

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

Symphony Financial's CDNS Position: Q4 2023 in Review

Symphony Financial sold out of Cadence Design Systems (CDNS) in Q4 2023, closing a stake of 1,892 shares — an estimated $446K sold.

Symphony Financial first reported a position in CDNS in Q1 2022 and held it in 5 quarters. The position peaked at $446K in Q3 2023. 1,182 funds tracked by Wall St. Rank hold CDNS as of Q4 2023.

Symphony Financial reported no remaining Cadence Design Systems position as of Q4 2023 after selling out during the quarter.
Symphony Financial sold 1,892 Cadence Design Systems shares in Q4 2023, an estimated $446K.
Symphony Financial first reported a position in Cadence Design Systems in Q1 2022 and held it in 5 quarters.
Symphony Financial's Cadence Design Systems position peaked at $446K in Q3 2023.
1,182 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2023.

Based on Symphony Financial's 13F filing for Q4 2023, filed 18 Jan 2024.