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

WJ 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
-4,538
Closed -$1.4M – 75
2024
Q2 		$1.4M Buy
4,538
+428
+10% +$127K 0.51% 34
2024
Q1 		$1.28M Sell
4,110
-166
-4% -$49.1K 0.51% 41
2023
Q4 		$1.16M Buy
4,276
+1,980
+86% +$510K 0.51% 39
2023
Q3 		$538K Buy
+2,296
New +$537K 0.26% 44

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
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

WJ Wealth Management's CDNS Position: Q3 2024 in Review

WJ Wealth Management sold out of Cadence Design Systems (CDNS) in Q3 2024, closing a stake of 4,538 shares — an estimated $1.4M sold.

WJ Wealth Management first reported a position in CDNS in Q3 2023 and held it in 4 quarters. The position peaked at $1.4M in Q2 2024. 1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

  • WJ Wealth Management reported no remaining Cadence Design Systems position as of Q3 2024 after selling out during the quarter.
  • WJ Wealth Management sold 4,538 Cadence Design Systems shares in Q3 2024, an estimated $1.4M.
  • WJ Wealth Management first reported a position in Cadence Design Systems in Q3 2023 and held it in 4 quarters.
  • WJ Wealth Management's Cadence Design Systems position peaked at $1.4M in Q2 2024.
  • 1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on WJ Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.