Wealthspire Advisors (Maryland)’s Cadence Design Systems CDNS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-749	Closed	-$48K	–	720
2019 Q1	$48K	Sell	749 -67	-8%	-$3.55K	﹤0.01%	912
2018 Q4	$35K	Sell	816 -154	-16%	-$6.69K	﹤0.01%	993
2018 Q3	$44K	Sell	970 -204	-17%	-$9.29K	﹤0.01%	1011
2018 Q2	$51K	Sell	1,174 -98	-8%	-$4.03K	﹤0.01%	970
2018 Q1	$47K	Sell	1,272 -119	-9%	-$4.85K	﹤0.01%	1010
2017 Q4	$58K	Buy	1,391 +603	+77%	+$25.9K	0.01%	938
2017 Q3	$31K	Buy	788 +146	+23%	+$5.38K	﹤0.01%	1145
2017 Q2	$22K	Buy	642 +409	+176%	+$13.6K	﹤0.01%	1228
2017 Q1	$7K	Buy	+233	New	+$6.8K	﹤0.01%	1437
2016 Q2	–	Sell	-160	Closed	-$4K	–	1698
2016 Q1	$4K	Buy	+160	New	+$3.35K	﹤0.01%	1378

Other funds holding CDNS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CDNS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cadence Design Systems (CDNS) in Q2 2019, closing a stake of 749 shares — an estimated $48K sold.

Wealthspire Advisors (Maryland) first reported a position in CDNS in Q1 2016 and held it in 10 quarters. The position peaked at $58K in Q4 2017. 544 funds tracked by Wall St. Rank hold CDNS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Cadence Design Systems position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 749 Cadence Design Systems shares in Q2 2019, an estimated $48K.
Wealthspire Advisors (Maryland) first reported a position in Cadence Design Systems in Q1 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Cadence Design Systems position peaked at $58K in Q4 2017.
544 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.