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

Brophy 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 		$212K Buy
+782
New +$216K 0.08% 201

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

Brophy Wealth Management's CDNS Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Cadence Design Systems (CDNS) in Q3 2024: 782 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #201 among its holdings.

1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

  • Brophy Wealth Management held 782 shares of Cadence Design Systems worth $212K as of Q3 2024.
  • Cadence Design Systems was a new Brophy Wealth Management position in Q3 2024.
  • Cadence Design Systems made up 0.08% of Brophy Wealth Management's portfolio in Q3 2024, its #201 holding.
  • 1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.