BSTWA
CDNS icon

Blake Schutter Theil Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Blake Schutter Theil Wealth Advisors’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
Q4 		– Sell
-777
Closed -$211K – 126
2024
Q3 		$211K Buy
+777
New +$215K 0.15% 152

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

Blake Schutter Theil Wealth Advisors's CDNS Position: Q4 2024 in Review

Blake Schutter Theil Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q4 2024, closing a stake of 777 shares — an estimated $211K sold.

Blake Schutter Theil Wealth Advisors first reported a position in CDNS in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

  • Blake Schutter Theil Wealth Advisors reported no remaining Cadence Design Systems position as of Q4 2024 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 777 Cadence Design Systems shares in Q4 2024, an estimated $211K.
  • Blake Schutter Theil Wealth Advisors first reported a position in Cadence Design Systems in Q3 2024 and held it in 1 quarter.
  • Blake Schutter Theil Wealth Advisors's Cadence Design Systems position peaked at $211K in Q3 2024.
  • 1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.