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Delap Wealth Advisory’s Cadence Design Systems CDNS Stock Holding History

Delap Wealth Advisory’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
-728
Closed -$227K – 151
2024
Q1 		$227K Buy
+728
New +$215K 0.09% 218

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Delap Wealth Advisory's CDNS Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Cadence Design Systems (CDNS) in Q2 2024, closing a stake of 728 shares — an estimated $227K sold.

Delap Wealth Advisory first reported a position in CDNS in Q1 2024 and held it in 1 quarter. The position peaked at $227K in Q1 2024. 1,269 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Cadence Design Systems position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 728 Cadence Design Systems shares in Q2 2024, an estimated $227K.
  • Delap Wealth Advisory first reported a position in Cadence Design Systems in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Cadence Design Systems position peaked at $227K in Q1 2024.
  • 1,269 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.