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Pacific Capital Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Pacific Capital 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
-34
Closed -$10.2K – 133
2024
Q4 		$10.2K Hold
34
– – ﹤0.01% 269
2024
Q3 		$9.21K Hold
34
– – ﹤0.01% 305
2024
Q2 		$10.5K Buy
+34
New +$10.1K ﹤0.01% 312

Other funds holding CDNS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pacific Capital Wealth Advisors's CDNS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q1 2025, closing a stake of 34 shares — an estimated $10.2K sold.

Pacific Capital Wealth Advisors first reported a position in CDNS in Q2 2024 and held it in 3 quarters. The position peaked at $10.5K in Q2 2024. 1,233 funds tracked by Wall St. Rank hold CDNS as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Cadence Design Systems position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 34 Cadence Design Systems shares in Q1 2025, an estimated $10.2K.
  • Pacific Capital Wealth Advisors first reported a position in Cadence Design Systems in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Cadence Design Systems position peaked at $10.5K in Q2 2024.
  • 1,233 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.