Baker Tilly Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Baker Tilly 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 Q2	–	Sell	-685	Closed	-$213K	–	300
2024 Q1	$213K	Buy	+685	New	+$203K	0.04%	401
2023 Q3	–	Sell	-1,327	Closed	-$311K	–	477
2023 Q2	$311K	Buy	1,327 +16	+1%	+$3.48K	0.03%	448
2023 Q1	$275K	Buy	+1,311	New	+$248K	0.03%	466
2022 Q1	–	Sell	-1,075	Closed	-$200K	–	529
2021 Q4	$200K	Buy	+1,075	New	+$187K	0.02%	507

Other funds holding CDNS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baker Tilly Wealth Management's CDNS Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Cadence Design Systems (CDNS) in Q2 2024, closing a stake of 685 shares — an estimated $213K sold.

Baker Tilly Wealth Management first reported a position in CDNS in Q4 2021 and held it in 4 quarters. The position peaked at $311K in Q2 2023. 1,269 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Cadence Design Systems position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 685 Cadence Design Systems shares in Q2 2024, an estimated $213K.
Baker Tilly Wealth Management first reported a position in Cadence Design Systems in Q4 2021 and held it in 4 quarters.
Baker Tilly Wealth Management's Cadence Design Systems position peaked at $311K in Q2 2023.
1,269 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.