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Spectrum Wealth Counsel’s Cadence Design Systems CDNS Stock Holding History

Spectrum Wealth Counsel’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
-11,244
Closed -$3.05M – 369
2024
Q3 		$3.05M Sell
11,244
-6,944
-38% -$1.92M 0.36% 58
2024
Q2 		$5.6M Sell
18,188
-78
-0.4% -$23.1K 0.71% 40
2024
Q1 		$5.69M Sell
18,266
-5,369
-23% -$1.59M 0.7% 43
2023
Q4 		$6.44M Buy
+23,635
New +$6.09M 0.89% 32

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
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

Spectrum Wealth Counsel's CDNS Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of Cadence Design Systems (CDNS) in Q4 2024, closing a stake of 11,244 shares — an estimated $3.05M sold.

Spectrum Wealth Counsel first reported a position in CDNS in Q4 2023 and held it in 4 quarters. The position peaked at $6.44M in Q4 2023. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

  • Spectrum Wealth Counsel reported no remaining Cadence Design Systems position as of Q4 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 11,244 Cadence Design Systems shares in Q4 2024, an estimated $3.05M.
  • Spectrum Wealth Counsel first reported a position in Cadence Design Systems in Q4 2023 and held it in 4 quarters.
  • Spectrum Wealth Counsel's Cadence Design Systems position peaked at $6.44M in Q4 2023.
  • 1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.