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AMJ Financial Wealth Management’s Cadence Design Systems CDNS Stock Holding History

AMJ Financial 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
Q3 		– Sell
-25,970
Closed -$7.99M – 85
2024
Q2 		$7.99M Sell
25,970
-105
-0.4% -$31.1K 2.48% 20
2024
Q1 		$8.12M Buy
26,075
+469
+2% +$139K 2.71% 16
2023
Q4 		$6.97M Buy
25,606
+1,546
+6% +$398K 2.93% 12
2023
Q3 		$5.64M Buy
24,060
+1,911
+9% +$447K 2.6% 19
2023
Q2 		$5.19M Buy
+22,149
New +$4.82M 2.28% 22
2021
Q3 		– Sell
-28,881
Closed -$3.95M – 93
2021
Q2 		$3.95M Sell
28,881
-7,696
-21% -$1.02M 1.72% 26
2021
Q1 		$5.01M Buy
36,577
+24,991
+216% +$3.35M 2.42% 17
2020
Q4 		$1.58M Buy
+11,586
New +$1.36M 0.81% 38

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AMJ Financial Wealth Management's CDNS Position: Q3 2024 in Review

AMJ Financial Wealth Management sold out of Cadence Design Systems (CDNS) in Q3 2024, closing a stake of 25,970 shares — an estimated $7.99M sold.

AMJ Financial Wealth Management first reported a position in CDNS in Q4 2020 and held it in 8 quarters. The position peaked at $8.12M in Q1 2024. 1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

  • AMJ Financial Wealth Management reported no remaining Cadence Design Systems position as of Q3 2024 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 25,970 Cadence Design Systems shares in Q3 2024, an estimated $7.99M.
  • AMJ Financial Wealth Management first reported a position in Cadence Design Systems in Q4 2020 and held it in 8 quarters.
  • AMJ Financial Wealth Management's Cadence Design Systems position peaked at $8.12M in Q1 2024.
  • 1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.