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

TCI 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
2023 Q2	–	Sell	-353	Closed	-$74.2K	–	546
2023 Q1	$74.2K	Hold	353	–	–	0.01%	338
2022 Q4	$56.7K	Buy	353 +146	+71%	+$23.3K	0.01%	374
2022 Q3	$34K	Buy	207 +2	+1%	+$344	0.01%	476
2022 Q2	$31K	Buy	205 +19	+10%	+$2.87K	﹤0.01%	498
2022 Q1	$30K	Sell	186 -103	-36%	-$15.8K	﹤0.01%	538
2021 Q4	$54K	Buy	289 +90	+45%	+$15.7K	0.01%	390
2021 Q3	$30K	Buy	199 +31	+18%	+$4.72K	﹤0.01%	540
2021 Q2	$23K	Buy	168 +24	+17%	+$3.18K	﹤0.01%	566
2021 Q1	$20K	Buy	144 +80	+125%	+$10.7K	0.01%	568
2020 Q4	$9K	Hold	64	–	–	﹤0.01%	668
2020 Q3	$7K	Hold	64	–	–	﹤0.01%	662
2020 Q2	$6K	Sell	64 -9	-12%	-$753	﹤0.01%	682
2020 Q1	$5K	Buy	73 +65	+813%	+$4.51K	﹤0.01%	700
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	1299
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	1241
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	1158
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	1169
2018 Q4	$0	Buy	+8	New	+$347	﹤0.01%	1465

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

TCI Wealth Advisors's CDNS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q2 2023, closing a stake of 353 shares — an estimated $74.2K sold.

TCI Wealth Advisors first reported a position in CDNS in Q4 2018 and held it in 18 quarters. The position peaked at $74.2K in Q1 2023. 1,028 funds tracked by Wall St. Rank hold CDNS as of Q2 2023.

TCI Wealth Advisors reported no remaining Cadence Design Systems position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 353 Cadence Design Systems shares in Q2 2023, an estimated $74.2K.
TCI Wealth Advisors first reported a position in Cadence Design Systems in Q4 2018 and held it in 18 quarters.
TCI Wealth Advisors's Cadence Design Systems position peaked at $74.2K in Q1 2023.
1,028 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.