TFO Wealth Partners’s Cadence Design Systems CDNS Stock Holding History

TFO Wealth Partners’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	-5	Closed	-$1.17K	–	957
2023 Q3	$1.17K	Buy	+5	New	+$1.17K	﹤0.01%	257
2023 Q1	–	Sell	-1	Closed	-$50	–	839
2022 Q4	$50	Buy	+1	New	+$160	﹤0.01%	853
2022 Q3	–	Sell	-48	Closed	-$7K	–	190
2022 Q2	$7K	Buy	+48	New	+$7.25K	﹤0.01%	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

TFO Wealth Partners's CDNS Position: Q4 2023 in Review

TFO Wealth Partners sold out of Cadence Design Systems (CDNS) in Q4 2023, closing a stake of 5 shares — an estimated $1.17K sold.

TFO Wealth Partners first reported a position in CDNS in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 1,182 funds tracked by Wall St. Rank hold CDNS as of Q4 2023.

TFO Wealth Partners reported no remaining Cadence Design Systems position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 5 Cadence Design Systems shares in Q4 2023, an estimated $1.17K.
TFO Wealth Partners first reported a position in Cadence Design Systems in Q2 2022 and held it in 3 quarters.
TFO Wealth Partners's Cadence Design Systems position peaked at $7K in Q2 2022.
1,182 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.