WR Wealth Planners’s Cadence Design Systems CDNS Stock Holding History

WR Wealth Planners’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	$629K	Sell	2,093 -278	-12%	-$80.8K	0.2%	74
2024 Q3	$643K	Buy	2,371 +2,349	+10,677%	+$649K	0.18%	88
2024 Q2	$6.77K	Buy	22 +2	+10%	+$592	﹤0.01%	665
2024 Q1	$6.23K	Buy	+20	New	+$5.92K	﹤0.01%	679
2023 Q4	–	Sell	-10	Closed	-$2.34K	–	282
2023 Q3	$2.34K	Hold	10	–	–	﹤0.01%	758
2023 Q2	$2.35K	Hold	10	–	–	﹤0.01%	756
2023 Q1	$2.1K	Buy	+10	New	+$1.89K	﹤0.01%	769

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

WR Wealth Planners's CDNS Position: Q4 2024 in Review

WR Wealth Planners reduced its Cadence Design Systems (CDNS) stake by 12% in Q4 2024, selling an estimated $80.8K and leaving 2,093 shares worth $629K. The position accounts for 0.2% of the portfolio, ranked #74.

WR Wealth Planners first reported a position in CDNS in Q1 2023 and has held it in 7 quarters since. The position peaked at $643K in Q3 2024. 1,279 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

WR Wealth Planners held 2,093 shares of Cadence Design Systems worth $629K as of Q4 2024.
WR Wealth Planners sold 278 Cadence Design Systems shares in Q4 2024, an estimated $80.8K.
Cadence Design Systems made up 0.2% of WR Wealth Planners's portfolio in Q4 2024, its #74 holding.
WR Wealth Planners first reported a position in Cadence Design Systems in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Cadence Design Systems position peaked at $643K in Q3 2024.
1,279 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

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