EWM
CDNS icon

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

Executive 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 		$553K Sell
1,840
-95
-5% -$27.6K 0.04% 158
2024
Q3 		$524K Buy
+1,935
New +$535K 0.04% 166
2024
Q2 		– Sell
-1,282
Closed -$400K – 143
2024
Q1 		$400K Buy
+1,282
New +$379K 0.04% 169

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

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

Executive Wealth Management reduced its Cadence Design Systems (CDNS) stake by 4.9% in Q4 2024, selling an estimated $27.6K and leaving 1,840 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #158.

Executive Wealth Management first reported a position in CDNS in Q1 2024 and has held it in 3 quarters since. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

  • Executive Wealth Management held 1,840 shares of Cadence Design Systems worth $553K as of Q4 2024.
  • Executive Wealth Management sold 95 Cadence Design Systems shares in Q4 2024, an estimated $27.6K.
  • Cadence Design Systems made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #158 holding.
  • Executive Wealth Management first reported a position in Cadence Design Systems in Q1 2024 and has held it in 3 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

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