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Cassady Schiller Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Cassady Schiller 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
Q4 		$5.11K Buy
+17
New +$4.94K ﹤0.01% 402
2022
Q1 		– Sell
-8
Closed -$1K – 183
2021
Q4 		$1K Buy
+8
New +$1.4K ﹤0.01% 436

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

Cassady Schiller Wealth Management's CDNS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Cadence Design Systems (CDNS) in Q4 2024: 17 shares worth $5.11K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CDNS as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in CDNS in Q4 2021 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

  • Cassady Schiller Wealth Management held 17 shares of Cadence Design Systems worth $5.11K as of Q4 2024.
  • Cadence Design Systems was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Cadence Design Systems made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #402 holding.
  • Cassady Schiller Wealth Management first reported a position in Cadence Design Systems in Q4 2021 and has held it in 2 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.