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

Kolinsky 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	$305K	Sell	1,015 -108	-10%	-$31.4K	0.19%	115
2024 Q3	$304K	Buy	1,123 +80	+8%	+$22.1K	0.2%	115
2024 Q2	$321K	Sell	1,043 -33	-3%	-$9.77K	0.23%	102
2024 Q1	$335K	Sell	1,076 -13	-1%	-$3.85K	0.26%	96
2023 Q4	$297K	Sell	1,089 -73	-6%	-$18.8K	0.26%	98
2023 Q3	$272K	Buy	1,162 +64	+6%	+$15K	0.27%	89
2023 Q2	$251K	Sell	1,098 -239	-18%	-$52K	0.24%	103
2023 Q1	$281K	Buy	+1,337	New	+$253K	0.3%	85
2022 Q2	–	Sell	-1,338	Closed	-$220K	–	129
2022 Q1	$220K	Sell	1,338 -149	-10%	-$22.9K	0.22%	123
2021 Q4	$277K	Buy	+1,487	New	+$259K	0.26%	102

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

Kolinsky Wealth Management reduced its Cadence Design Systems (CDNS) stake by 9.6% in Q4 2024, selling an estimated $31.4K and leaving 1,015 shares worth $305K. The position accounts for 0.19% of the portfolio, ranked #115.

Kolinsky Wealth Management first reported a position in CDNS in Q4 2021 and has held it in 10 quarters since. The position peaked at $335K in Q1 2024. 1,281 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

Kolinsky Wealth Management held 1,015 shares of Cadence Design Systems worth $305K as of Q4 2024.
Kolinsky Wealth Management sold 108 Cadence Design Systems shares in Q4 2024, an estimated $31.4K.
Cadence Design Systems made up 0.19% of Kolinsky Wealth Management's portfolio in Q4 2024, its #115 holding.
Kolinsky Wealth Management first reported a position in Cadence Design Systems in Q4 2021 and has held it in 10 quarters since.
Kolinsky Wealth Management's Cadence Design Systems position peaked at $335K in Q1 2024.
1,281 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.