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Financial Advocates Investment Management’s Cadence Design Systems CDNS Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-1,205
Closed -$371K – 164
2025
Q2 		$371K Sell
1,205
-298
-20% -$86.6K 0.03% 443
2025
Q1 		$382K Buy
1,503
+55
+4% +$15.3K 0.03% 496
2024
Q4 		$435K Buy
1,448
+31
+2% +$9.01K 0.02% 496
2024
Q3 		$384K Sell
1,417
-48
-3% -$13.3K 0.02% 539
2024
Q2 		$451K Buy
1,465
+466
+47% +$138K 0.03% 456
2024
Q1 		$311K Buy
999
+20
+2% +$5.92K 0.02% 579
2023
Q4 		$267K Buy
979
+11
+1% +$2.83K 0.02% 595
2023
Q3 		$227K Hold
968
– – 0.02% 614
2023
Q2 		$227K Sell
968
-336
-26% -$73.1K 0.02% 605
2023
Q1 		$274K Buy
+1,304
New +$247K 0.02% 584
2021
Q2 		– Sell
-7,029
Closed -$963K – 747
2021
Q1 		$963K Buy
7,029
+1,133
+19% +$152K 0.07% 324
2020
Q4 		$804K Buy
5,896
+2,053
+53% +$241K 0.06% 344
2020
Q3 		$410K Buy
3,843
+1,191
+45% +$125K 0.04% 410
2020
Q2 		$255K Buy
+2,652
New +$222K 0.02% 502

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Financial Advocates Investment Management's CDNS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Cadence Design Systems (CDNS) in Q3 2025, closing a stake of 1,205 shares — an estimated $371K sold.

Financial Advocates Investment Management first reported a position in CDNS in Q2 2020 and held it in 14 quarters. The position peaked at $963K in Q1 2021. 1,383 funds tracked by Wall St. Rank hold CDNS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Cadence Design Systems position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,205 Cadence Design Systems shares in Q3 2025, an estimated $371K.
  • Financial Advocates Investment Management first reported a position in Cadence Design Systems in Q2 2020 and held it in 14 quarters.
  • Financial Advocates Investment Management's Cadence Design Systems position peaked at $963K in Q1 2021.
  • 1,383 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.