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 $5.7T 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

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

Fidelity Investments

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

Geode Capital Management

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

AllianceBernstein

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

Massachusetts Financial Services

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

Franklin Resources

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