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Robertson Stephens Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Robertson Stephens 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
Q4 		– Sell
-2,097
Closed -$568K – 576
2024
Q3 		$568K Buy
+2,097
New +$580K 0.02% 384

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

Robertson Stephens Wealth Management's CDNS Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Cadence Design Systems (CDNS) in Q4 2024, closing a stake of 2,097 shares — an estimated $568K sold.

Robertson Stephens Wealth Management first reported a position in CDNS in Q3 2024 and held it in 1 quarter. The position peaked at $568K in Q3 2024. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Cadence Design Systems position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,097 Cadence Design Systems shares in Q4 2024, an estimated $568K.
  • Robertson Stephens Wealth Management first reported a position in Cadence Design Systems in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Cadence Design Systems position peaked at $568K in Q3 2024.
  • 1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.