Jackson Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Jackson Wealth 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
2024 Q4	–	Sell	-15,202	Closed	-$4.12M	–	162
2024 Q3	$4.12M	Buy	15,202 +6,928	+84%	+$1.92M	0.49%	53
2024 Q2	$2.55M	Sell	8,274 -6,368	-43%	-$1.89M	0.55%	49
2024 Q1	$4.56M	Buy	14,642 +1,014	+7%	+$300K	0.57%	45
2023 Q4	$3.71M	Buy	13,628 +406	+3%	+$105K	0.49%	46
2023 Q3	$3.1M	Buy	13,222 +302	+2%	+$70.7K	0.44%	51
2023 Q2	$3.03M	Buy	12,920 +949	+8%	+$207K	0.44%	49
2023 Q1	$2.51M	Buy	+11,971	New	+$2.26M	1.89%	11

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

Jackson Wealth Management's CDNS Position: Q4 2024 in Review

Jackson Wealth Management sold out of Cadence Design Systems (CDNS) in Q4 2024, closing a stake of 15,202 shares — an estimated $4.12M sold.

Jackson Wealth Management first reported a position in CDNS in Q1 2023 and held it in 7 quarters. The position peaked at $4.56M in Q1 2024. 1,279 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

Jackson Wealth Management reported no remaining Cadence Design Systems position as of Q4 2024 after selling out during the quarter.
Jackson Wealth Management sold 15,202 Cadence Design Systems shares in Q4 2024, an estimated $4.12M.
Jackson Wealth Management first reported a position in Cadence Design Systems in Q1 2023 and held it in 7 quarters.
Jackson Wealth Management's Cadence Design Systems position peaked at $4.56M in Q1 2024.
1,279 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Jackson Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.