NWWA
CDNS icon

New Wave Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

New Wave Wealth Advisors’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
2025
Q1 		– Sell
-401
Closed -$120K – 216
2024
Q4 		$120K Buy
+401
New +$117K 0.05% 173

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

New Wave Wealth Advisors's CDNS Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q1 2025, closing a stake of 401 shares — an estimated $120K sold.

New Wave Wealth Advisors first reported a position in CDNS in Q4 2024 and held it in 1 quarter. The position peaked at $120K in Q4 2024. 1,229 funds tracked by Wall St. Rank hold CDNS as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Cadence Design Systems position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 401 Cadence Design Systems shares in Q1 2025, an estimated $120K.
  • New Wave Wealth Advisors first reported a position in Cadence Design Systems in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Cadence Design Systems position peaked at $120K in Q4 2024.
  • 1,229 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.