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Lake Street Private Wealth’s Cadence Design Systems CDNS Stock Holding History

Lake Street Private Wealth’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
-4,039
Closed -$1.24M – 266
2024
Q2 		$1.24M Buy
4,039
+376
+10% +$111K 0.16% 128
2024
Q1 		$1.14M Buy
3,663
+444
+14% +$131K 0.16% 135
2023
Q4 		$877K Buy
+3,219
New +$829K 0.14% 143

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Street Private Wealth's CDNS Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Cadence Design Systems (CDNS) in Q3 2024, closing a stake of 4,039 shares — an estimated $1.24M sold.

Lake Street Private Wealth first reported a position in CDNS in Q4 2023 and held it in 3 quarters. The position peaked at $1.24M in Q2 2024. 1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Cadence Design Systems position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 4,039 Cadence Design Systems shares in Q3 2024, an estimated $1.24M.
  • Lake Street Private Wealth first reported a position in Cadence Design Systems in Q4 2023 and held it in 3 quarters.
  • Lake Street Private Wealth's Cadence Design Systems position peaked at $1.24M in Q2 2024.
  • 1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.