Gradient Investments’s Cadence Design Systems CDNS Stock Holding History

Gradient Investments’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 Q3	–	Sell	-3	Closed	-$923	–	454
2024 Q2	$923	Buy	+3	New	+$888	﹤0.01%	1089
2024 Q1	–	Sell	-18	Closed	-$4.9K	–	1335
2023 Q4	$4.9K	Buy	18 +7	+64%	+$1.8K	﹤0.01%	998
2023 Q3	$2.58K	Sell	11 -7	-39%	-$1.64K	﹤0.01%	1107
2023 Q2	$4.22K	Buy	+18	New	+$3.92K	﹤0.01%	984
2023 Q1	–	Sell	-4	Closed	-$643	–	1527
2022 Q4	$643	Buy	+4	New	+$639	﹤0.01%	1270
2021 Q4	–	Sell	-200	Closed	-$30K	–	1235
2021 Q3	$30K	Sell	200 -7	-3%	-$1.07K	﹤0.01%	568
2021 Q2	$28K	Buy	+207	New	+$27.4K	﹤0.01%	574
2021 Q1	–	Sell	-18	Closed	-$2K	–	1162
2020 Q4	$2K	Hold	18	–	–	﹤0.01%	936
2020 Q3	$2K	Buy	+18	New	+$1.89K	﹤0.01%	941
2020 Q1	–	Sell	-43	Closed	-$3K	–	1102
2019 Q4	$3K	Hold	43	–	–	﹤0.01%	878
2019 Q3	$3K	Hold	43	–	–	﹤0.01%	859
2019 Q2	$3K	Hold	43	–	–	﹤0.01%	820
2019 Q1	$3K	Buy	+43	New	+$2.28K	﹤0.01%	695

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Norges Bank Oslo, Norway $935B AUM

Gradient Investments's CDNS Position: Q3 2024 in Review

Gradient Investments sold out of Cadence Design Systems (CDNS) in Q3 2024, closing a stake of 3 shares — an estimated $923 sold.

Gradient Investments first reported a position in CDNS in Q1 2019 and held it in 13 quarters. The position peaked at $30K in Q3 2021. 1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

Gradient Investments reported no remaining Cadence Design Systems position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 3 Cadence Design Systems shares in Q3 2024, an estimated $923.
Gradient Investments first reported a position in Cadence Design Systems in Q1 2019 and held it in 13 quarters.
Gradient Investments's Cadence Design Systems position peaked at $30K in Q3 2021.
1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.