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Prio Wealth Limited Partnership’s Cadence Design Systems CDNS Stock Holding History

Prio Wealth Limited Partnership’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 		$283K Hold
1,044
– – 0.01% 227
2024
Q2 		$321K Hold
1,044
– – 0.01% 220
2024
Q1 		$325K Hold
1,044
– – 0.01% 223
2023
Q4 		$284K Hold
1,044
– – 0.01% 221
2023
Q3 		$245K Buy
+1,044
New +$244K 0.01% 228

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

Prio Wealth Limited Partnership's CDNS Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Cadence Design Systems (CDNS) position steady in Q3 2024 at 1,044 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #227.

Prio Wealth Limited Partnership first reported a position in CDNS in Q3 2023 and has held it in 5 quarters since. The position peaked at $325K in Q1 2024. 1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

  • Prio Wealth Limited Partnership held 1,044 shares of Cadence Design Systems worth $283K as of Q3 2024.
  • Prio Wealth Limited Partnership left its Cadence Design Systems share count unchanged in Q3 2024.
  • Cadence Design Systems made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #227 holding.
  • Prio Wealth Limited Partnership first reported a position in Cadence Design Systems in Q3 2023 and has held it in 5 quarters since.
  • Prio Wealth Limited Partnership's Cadence Design Systems position peaked at $325K in Q1 2024.
  • 1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.