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Secured Retirement Advisors’s Cadence Design Systems CDNS Stock Holding History

Secured Retirement 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
-744
Closed -$224K – 124
2024
Q4 		$224K Hold
744
– – 0.13% 131
2024
Q3 		$202K Hold
744
– – 0.15% 117
2024
Q2 		$229K Sell
744
-24
-3% -$7.11K 0.18% 109
2024
Q1 		$239K Hold
768
– – 0.2% 99
2023
Q4 		$209K Buy
+768
New +$198K 0.2% 100

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

Secured Retirement Advisors's CDNS Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Cadence Design Systems (CDNS) in Q1 2025, closing a stake of 744 shares — an estimated $224K sold.

Secured Retirement Advisors first reported a position in CDNS in Q4 2023 and held it in 5 quarters. The position peaked at $239K in Q1 2024. 1,229 funds tracked by Wall St. Rank hold CDNS as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Cadence Design Systems position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 744 Cadence Design Systems shares in Q1 2025, an estimated $224K.
  • Secured Retirement Advisors first reported a position in Cadence Design Systems in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Cadence Design Systems position peaked at $239K in Q1 2024.
  • 1,229 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.