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TriaGen Wealth Management’s Cadence Design Systems CDNS Stock Holding History

TriaGen 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
Q1 		– Sell
-3,333
Closed -$908K – 165
2023
Q4 		$908K Buy
+3,333
New +$859K 0.43% 60

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Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

TriaGen Wealth Management's CDNS Position: Q1 2024 in Review

TriaGen Wealth Management sold out of Cadence Design Systems (CDNS) in Q1 2024, closing a stake of 3,333 shares — an estimated $908K sold.

TriaGen Wealth Management first reported a position in CDNS in Q4 2023 and held it in 1 quarter. The position peaked at $908K in Q4 2023. 1,252 funds tracked by Wall St. Rank hold CDNS as of Q1 2024.

  • TriaGen Wealth Management reported no remaining Cadence Design Systems position as of Q1 2024 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,333 Cadence Design Systems shares in Q1 2024, an estimated $908K.
  • TriaGen Wealth Management first reported a position in Cadence Design Systems in Q4 2023 and held it in 1 quarter.
  • TriaGen Wealth Management's Cadence Design Systems position peaked at $908K in Q4 2023.
  • 1,252 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2024.

Based on TriaGen Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.