LIWM
CDNS icon

Long Island Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Long Island 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
Q1 		– Sell
-59
Closed -$16K – 127
2023
Q4 		$16K Buy
+59
New +$15.2K 0.01% 177

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Long Island Wealth Management's CDNS Position: Q1 2024 in Review

Long Island Wealth Management sold out of Cadence Design Systems (CDNS) in Q1 2024, closing a stake of 59 shares — an estimated $16K sold.

Long Island Wealth Management first reported a position in CDNS in Q4 2023 and held it in 1 quarter. The position peaked at $16K in Q4 2023. 1,252 funds tracked by Wall St. Rank hold CDNS as of Q1 2024.

  • Long Island Wealth Management reported no remaining Cadence Design Systems position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 59 Cadence Design Systems shares in Q1 2024, an estimated $16K.
  • Long Island Wealth Management first reported a position in Cadence Design Systems in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Cadence Design Systems position peaked at $16K in Q4 2023.
  • 1,252 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.