WealthPLAN Partners’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-29
Closed -$6.8K 433
2023
Q2
$6.8K Buy
29
+14
+93% +$3.05K ﹤0.01% 857
2023
Q1
$3.15K Buy
+15
New +$2.84K ﹤0.01% 1063

Other funds holding CDNS

WealthPLAN Partners's CDNS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cadence Design Systems (CDNS) in Q3 2023, closing a stake of 29 shares — an estimated $6.8K sold.

WealthPLAN Partners first reported a position in CDNS in Q1 2023 and held it in 2 quarters. The position peaked at $6.8K in Q2 2023. 1,039 funds tracked by Wall St. Rank hold CDNS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Cadence Design Systems position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 29 Cadence Design Systems shares in Q3 2023, an estimated $6.8K.
  • WealthPLAN Partners first reported a position in Cadence Design Systems in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Cadence Design Systems position peaked at $6.8K in Q2 2023.
  • 1,039 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.