SYSTM Wealth Solutions’s Cadence Design Systems CDNS Stock Holding History

SYSTM Wealth Solutions’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	$1.36K	Sell	5 -3,277	-100%	-$906K	0.04%	68
2024 Q2	$1.01M	Sell	3,282 -559	-15%	-$166K	0.23%	112
2024 Q1	$1.2M	Buy	3,841 +312	+9%	+$92.3K	0.15%	172
2023 Q4	$961K	Sell	3,529 -90	-2%	-$23.2K	0.13%	199
2023 Q3	$848K	Buy	3,619 +461	+15%	+$108K	0.13%	207
2023 Q2	$741K	Sell	3,158 -667	-17%	-$145K	0.1%	254
2023 Q1	$804K	Buy	3,825 +1,164	+44%	+$220K	0.12%	203
2022 Q4	$427K	Buy	+2,661	New	+$425K	0.05%	370

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

SYSTM Wealth Solutions's CDNS Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Cadence Design Systems (CDNS) stake by 100% in Q3 2024, selling an estimated $906K and leaving 5 shares worth $1.36K. The position accounts for 0.04% of the portfolio, ranked #68.

SYSTM Wealth Solutions first reported a position in CDNS in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.2M in Q1 2024. 1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

SYSTM Wealth Solutions held 5 shares of Cadence Design Systems worth $1.36K as of Q3 2024.
SYSTM Wealth Solutions sold 3,277 Cadence Design Systems shares in Q3 2024, an estimated $906K.
Cadence Design Systems made up 0.04% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #68 holding.
SYSTM Wealth Solutions first reported a position in Cadence Design Systems in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Cadence Design Systems position peaked at $1.2M in Q1 2024.
1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.