TrueWealth Advisors’s Cadence Design Systems CDNS Stock Holding History

TrueWealth 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
2024 Q4	–	Sell	-1,694	Closed	-$459K	–	226
2024 Q3	$459K	Sell	1,694 -102	-6%	-$28.2K	0.15%	118
2024 Q2	$553K	Buy	1,796 +320	+22%	+$94.7K	0.2%	88
2024 Q1	$459K	Buy	1,476 +400	+37%	+$118K	0.18%	99
2023 Q4	$293K	Sell	1,076 -98	-8%	-$25.3K	0.11%	146
2023 Q3	$275K	Sell	1,174 -9	-0.8%	-$2.11K	0.12%	142
2023 Q2	$277K	Sell	1,183 -65	-5%	-$14.1K	0.11%	141
2023 Q1	$262K	Sell	1,248 -81	-6%	-$15.3K	0.11%	150
2022 Q4	$213K	Buy	1,329 +8	+0.6%	+$1.28K	0.09%	170
2022 Q3	$216K	Sell	1,321 -77	-6%	-$13.2K	0.1%	150
2022 Q2	$210K	Buy	+1,398	New	+$211K	0.1%	157

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TrueWealth Advisors's CDNS Position: Q4 2024 in Review

TrueWealth Advisors sold out of Cadence Design Systems (CDNS) in Q4 2024, closing a stake of 1,694 shares — an estimated $459K sold.

TrueWealth Advisors first reported a position in CDNS in Q2 2022 and held it in 10 quarters. The position peaked at $553K in Q2 2024. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

TrueWealth Advisors reported no remaining Cadence Design Systems position as of Q4 2024 after selling out during the quarter.
TrueWealth Advisors sold 1,694 Cadence Design Systems shares in Q4 2024, an estimated $459K.
TrueWealth Advisors first reported a position in Cadence Design Systems in Q2 2022 and held it in 10 quarters.
TrueWealth Advisors's Cadence Design Systems position peaked at $553K in Q2 2024.
1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on TrueWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.