Financial Synergies Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Financial Synergies Wealth Advisors’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	-2	Closed	-$623	–	131
2024 Q1	$623	Hold	2	–	–	﹤0.01%	445
2023 Q4	$322	Hold	2	–	–	﹤0.01%	413
2023 Q3	$469	Hold	2	–	–	﹤0.01%	447
2023 Q2	$470	Hold	2	–	–	﹤0.01%	440
2023 Q1	$421	Hold	2	–	–	﹤0.01%	432
2022 Q4	$322	Hold	2	–	–	﹤0.01%	413
2022 Q3	$327	Hold	2	–	–	﹤0.01%	413
2022 Q2	$301	Buy	+2	New	+$302	﹤0.01%	440

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Financial Synergies Wealth Advisors's CDNS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q2 2024, closing a stake of 2 shares — an estimated $623 sold.

Financial Synergies Wealth Advisors first reported a position in CDNS in Q2 2022 and held it in 8 quarters. The position peaked at $623 in Q1 2024. 1,272 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Cadence Design Systems position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 2 Cadence Design Systems shares in Q2 2024, an estimated $623.
Financial Synergies Wealth Advisors first reported a position in Cadence Design Systems in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Cadence Design Systems position peaked at $623 in Q1 2024.
1,272 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.