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

Dorchester 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 		$1.57M Hold
5,215
– – 0.31% 54
2024
Q3 		$1.41M Buy
5,215
+720
+16% +$199K 0.26% 60
2024
Q2 		$1.38M Buy
4,495
+895
+25% +$265K 0.27% 60
2024
Q1 		$1.12M Buy
3,600
+2,500
+227% +$739K 0.2% 78
2023
Q4 		$300K Buy
+1,100
New +$283K 0.06% 126

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

Dorchester Wealth Management's CDNS Position: Q4 2024 in Review

Dorchester Wealth Management held its Cadence Design Systems (CDNS) position steady in Q4 2024 at 5,215 shares worth $1.57M. The position accounts for 0.31% of the portfolio, ranked #54.

Dorchester Wealth Management first reported a position in CDNS in Q4 2023 and has held it in 5 quarters since. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

  • Dorchester Wealth Management held 5,215 shares of Cadence Design Systems worth $1.57M as of Q4 2024.
  • Dorchester Wealth Management left its Cadence Design Systems share count unchanged in Q4 2024.
  • Cadence Design Systems made up 0.31% of Dorchester Wealth Management's portfolio in Q4 2024, its #54 holding.
  • Dorchester Wealth Management first reported a position in Cadence Design Systems in Q4 2023 and has held it in 5 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.