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Smith Salley Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Smith Salley 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
Q3 		– Sell
-768
Closed -$236K – 239
2024
Q2 		$236K Buy
+768
New +$227K 0.02% 212

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Jennison Associates
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Fidelity Investments
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AllianceBernstein
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Franklin Resources
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Smith Salley Wealth Management's CDNS Position: Q3 2024 in Review

Smith Salley Wealth Management sold out of Cadence Design Systems (CDNS) in Q3 2024, closing a stake of 768 shares — an estimated $236K sold.

Smith Salley Wealth Management first reported a position in CDNS in Q2 2024 and held it in 1 quarter. The position peaked at $236K in Q2 2024. 1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

  • Smith Salley Wealth Management reported no remaining Cadence Design Systems position as of Q3 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 768 Cadence Design Systems shares in Q3 2024, an estimated $236K.
  • Smith Salley Wealth Management first reported a position in Cadence Design Systems in Q2 2024 and held it in 1 quarter.
  • Smith Salley Wealth Management's Cadence Design Systems position peaked at $236K in Q2 2024.
  • 1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on Smith Salley Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.