Glass Jacobson Investment Advisors’s Cadence Design Systems CDNS Stock Holding History

Glass Jacobson Investment 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	-755	Closed	-$235K	–	767
2024 Q1	$235K	Hold	755	–	–	0.09%	197
2023 Q4	$206K	Buy	755 +2	+0.3%	+$515	0.08%	199
2023 Q3	$176K	Hold	753	–	–	0.08%	214
2023 Q2	$177K	Buy	+753	New	+$164K	0.08%	202

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

Glass Jacobson Investment Advisors's CDNS Position: Q2 2024 in Review

Glass Jacobson Investment Advisors sold out of Cadence Design Systems (CDNS) in Q2 2024, closing a stake of 755 shares — an estimated $235K sold.

Glass Jacobson Investment Advisors first reported a position in CDNS in Q2 2023 and held it in 4 quarters. The position peaked at $235K in Q1 2024. 1,273 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

Glass Jacobson Investment Advisors reported no remaining Cadence Design Systems position as of Q2 2024 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 755 Cadence Design Systems shares in Q2 2024, an estimated $235K.
Glass Jacobson Investment Advisors first reported a position in Cadence Design Systems in Q2 2023 and held it in 4 quarters.
Glass Jacobson Investment Advisors's Cadence Design Systems position peaked at $235K in Q1 2024.
1,273 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.