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Avior Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Avior 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
2025
Q1 		– Sell
-326
Closed -$97.9K – 996
2024
Q4 		$97.9K Buy
326
+36
+12% +$10.5K ﹤0.01% 905
2024
Q3 		$78.6K Buy
290
+7
+2% +$1.94K ﹤0.01% 955
2024
Q2 		$87.1K Sell
283
-104
-27% -$30.8K ﹤0.01% 903
2024
Q1 		$120K Buy
387
+200
+107% +$59.2K 0.01% 884
2023
Q4 		$50.9K Sell
187
-6
-3% -$1.55K ﹤0.01% 723
2023
Q3 		$45.2K Sell
193
-2
-1% -$468 ﹤0.01% 779
2023
Q2 		$45.7K Sell
195
-3
-2% -$653 ﹤0.01% 784
2023
Q1 		$41.6K Buy
198
+190
+2,375% +$35.9K ﹤0.01% 820
2022
Q4 		$1.28K Buy
+8
New +$1.28K ﹤0.01% 1092
2022
Q2 		– Sell
-116
Closed -$19K – 1074
2022
Q1 		$19K Buy
+116
New +$17.8K ﹤0.01% 720
2020
Q2 		– Sell
-2,500
Closed -$165K – 901
2020
Q1 		$165K Buy
+2,500
New +$173K 0.03% 368

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avior Wealth Management's CDNS Position: Q1 2025 in Review

Avior Wealth Management sold out of Cadence Design Systems (CDNS) in Q1 2025, closing a stake of 326 shares — an estimated $97.9K sold.

Avior Wealth Management first reported a position in CDNS in Q1 2020 and held it in 11 quarters. The position peaked at $165K in Q1 2020. 1,229 funds tracked by Wall St. Rank hold CDNS as of Q1 2025.

  • Avior Wealth Management reported no remaining Cadence Design Systems position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 326 Cadence Design Systems shares in Q1 2025, an estimated $97.9K.
  • Avior Wealth Management first reported a position in Cadence Design Systems in Q1 2020 and held it in 11 quarters.
  • Avior Wealth Management's Cadence Design Systems position peaked at $165K in Q1 2020.
  • 1,229 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.