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

V 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 Q3	$1.41M	Sell	6,031 -3,847	-39%	-$900K	1.13%	20
2023 Q2	$2.32M	Buy	9,878 +186	+2%	+$40.5K	0.39%	50
2023 Q1	$2.04M	Buy	9,692 +6,115	+171%	+$1.16M	0.38%	55
2022 Q4	$575K	Buy	3,577 +1,186	+50%	+$190K	0.12%	173
2022 Q3	$391K	Buy	2,391 +34	+1%	+$5.85K	0.08%	238
2022 Q2	$354K	Sell	2,357 -279	-11%	-$42.1K	0.07%	284
2022 Q1	$434K	Sell	2,636 -575	-18%	-$88.2K	0.07%	267
2021 Q4	$598K	Hold	3,211	–	–	0.09%	226
2021 Q3	$486K	Buy	+3,211	New	+$489K	0.08%	270

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

V Wealth Advisors's CDNS Position: Q3 2023 in Review

V Wealth Advisors reduced its Cadence Design Systems (CDNS) stake by 39% in Q3 2023, selling an estimated $900K and leaving 6,031 shares worth $1.41M. The position accounts for 1.13% of the portfolio, ranked #20.

V Wealth Advisors first reported a position in CDNS in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.32M in Q2 2023. 1,037 funds tracked by Wall St. Rank hold CDNS as of Q3 2023.

V Wealth Advisors held 6,031 shares of Cadence Design Systems worth $1.41M as of Q3 2023.
V Wealth Advisors sold 3,847 Cadence Design Systems shares in Q3 2023, an estimated $900K.
Cadence Design Systems made up 1.13% of V Wealth Advisors's portfolio in Q3 2023, its #20 holding.
V Wealth Advisors first reported a position in Cadence Design Systems in Q3 2021 and has held it in 9 quarters since.
V Wealth Advisors's Cadence Design Systems position peaked at $2.32M in Q2 2023.
1,037 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.