Geller Advisors’s Cadence Design Systems CDNS Stock Holding History

Geller 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 Q4	$229K	Buy	+763	New	+$222K	0.02%	235
2024 Q3	–	Sell	-686	Closed	-$211K	–	263
2024 Q2	$211K	Buy	+686	New	+$203K	0.02%	255
2023 Q2	–	Sell	-1,085	Closed	-$228K	–	248
2023 Q1	$228K	Buy	+1,085	New	+$205K	0.03%	159
2022 Q4	–	Sell	-1,609	Closed	-$263K	–	151
2022 Q3	$263K	Buy	+1,609	New	+$277K	0.06%	91

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geller Advisors's CDNS Position: Q4 2024 in Review

Geller Advisors opened a new position in Cadence Design Systems (CDNS) in Q4 2024: 763 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings. This is a return to the name: Geller Advisors previously reported a position in CDNS as recently as Q2 2024.

Geller Advisors first reported a position in CDNS in Q3 2022 and has held it in 4 quarters since. The position peaked at $263K in Q3 2022. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

Geller Advisors held 763 shares of Cadence Design Systems worth $229K as of Q4 2024.
Cadence Design Systems was a new Geller Advisors position in Q4 2024.
Cadence Design Systems made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #235 holding.
Geller Advisors first reported a position in Cadence Design Systems in Q3 2022 and has held it in 4 quarters since.
Geller Advisors's Cadence Design Systems position peaked at $263K in Q3 2022.
1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.