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Wagner Wealth Management (South Carolina)’s Cadence Design Systems CDNS Stock Holding History

Wagner Wealth Management (South Carolina)’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
-738
Closed -$227K – 234
2024
Q2 		$227K Buy
+738
New +$219K 0.07% 119
2024
Q1 		– Sell
-847
Closed -$231K – 252
2023
Q4 		$231K Buy
+847
New +$218K 0.08% 115

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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wagner Wealth Management (South Carolina)'s CDNS Position: Q3 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Cadence Design Systems (CDNS) in Q3 2024, closing a stake of 738 shares — an estimated $227K sold.

Wagner Wealth Management (South Carolina) first reported a position in CDNS in Q4 2023 and held it in 2 quarters. The position peaked at $231K in Q4 2023. 1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining Cadence Design Systems position as of Q3 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 738 Cadence Design Systems shares in Q3 2024, an estimated $227K.
  • Wagner Wealth Management (South Carolina) first reported a position in Cadence Design Systems in Q4 2023 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s Cadence Design Systems position peaked at $231K in Q4 2023.
  • 1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2024, filed 11 Oct 2024.