SEC 13F Intelligence

V Wealth Advisors LLC / CDNS

V Wealth Advisors LLC’s Cadence Design System Inc Position

Does V Wealth Advisors LLC own Cadence Design System Inc (CDNS)? Yes — 6.0K shares worth $1M (+1.13% of its 13F portfolio) as of Q3 2023, down from 9.9K shares the prior filed quarter.

Position Value
$1M
Q3 2023
Shares
6.0K
% of Portfolio
+1.13%
Quarters Held
9
currently held

Position History CDNS

Reported value by quarter
Q3 ’21: $486,000Q3 ’21Q4 ’21: $598,000Q1 ’22: $434,000Q1 ’22Q2 ’22: $354,000Q3 ’22: $391,000Q3 ’22Q4 ’22: $574,609Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $1MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20236.0K$1M+1.13%
Q2 20239.9K$2M+0.39%
Q1 20239.7K$2M+0.38%
Q4 20223.6K$574,609+0.12%
Q3 20222.4K$391,000+0.08%
Q2 20222.4K$354,000+0.07%
Q1 20222.6K$434,000+0.07%
Q4 20213.2K$598,000+0.09%
Q3 20213.2K$486,000+0.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See V Wealth Advisors LLC’s full portfolio or all institutional holders of CDNS.