AP
CADE

Advisor Partners’s Cadence Bank CADE Stock Holding History

Advisor Partners’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$637K Sell
27,118
-892
-3% -$23K 0.04% 407
2022
Q1 		$820K Buy
+28,010
New +$874K 0.05% 360

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Partners's CADE Position: Q2 2022 in Review

Advisor Partners reduced its Cadence Bank (CADE) stake by 3.2% in Q2 2022, selling an estimated $23K and leaving 27,118 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #407.

Advisor Partners first reported a position in CADE in Q1 2022 and has held it in 2 quarters since. The position peaked at $820K in Q1 2022. 321 funds tracked by Wall St. Rank hold CADE as of Q2 2022.

  • Advisor Partners held 27,118 shares of Cadence Bank worth $637K as of Q2 2022.
  • Advisor Partners sold 892 Cadence Bank shares in Q2 2022, an estimated $23K.
  • Cadence Bank made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #407 holding.
  • Advisor Partners first reported a position in Cadence Bank in Q1 2022 and has held it in 2 quarters since.
  • Advisor Partners's Cadence Bank position peaked at $820K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.