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

Tradition 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 Q1	–	Sell	-36	Closed	-$10K	–	505
2023 Q4	$10K	Hold	36	–	–	﹤0.01%	992
2023 Q3	$8K	Hold	36	–	–	﹤0.01%	1054
2023 Q2	$8K	Buy	36 +2	+6%	+$435	﹤0.01%	1085
2023 Q1	$7K	Buy	34 +2	+6%	+$378	﹤0.01%	1068
2022 Q4	$5K	Buy	32 +1	+3%	+$160	﹤0.01%	1031
2022 Q3	$5K	Buy	31 +1	+3%	+$172	﹤0.01%	1060
2022 Q2	$5K	Hold	30	–	–	﹤0.01%	944
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	1024
2021 Q4	$6K	Hold	30	–	–	﹤0.01%	1012
2021 Q3	$5K	Hold	30	–	–	﹤0.01%	1029
2021 Q2	$4K	Buy	+30	New	+$3.98K	﹤0.01%	1087
2021 Q1	–	Sell	-30	Closed	-$4K	–	832
2020 Q4	$4K	Buy	+30	New	+$3.52K	﹤0.01%	865

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's CDNS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Cadence Design Systems (CDNS) in Q1 2024, closing a stake of 36 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in CDNS in Q4 2020 and held it in 12 quarters. The position peaked at $10K in Q4 2023. 1,252 funds tracked by Wall St. Rank hold CDNS as of Q1 2024.

Tradition Wealth Management reported no remaining Cadence Design Systems position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 36 Cadence Design Systems shares in Q1 2024, an estimated $10K.
Tradition Wealth Management first reported a position in Cadence Design Systems in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Cadence Design Systems position peaked at $10K in Q4 2023.
1,252 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.