American Portfolios Advisors’s Cadence Bank CADE Stock Holding History

American Portfolios Advisors’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 Q3	$3.94K	Hold	155	–	–	﹤0.01%	2913
2022 Q2	$3.64K	Hold	155	–	–	﹤0.01%	2953
2022 Q1	$4.54K	Hold	155	–	–	﹤0.01%	2978
2021 Q4	$4.62K	Hold	155	–	–	﹤0.01%	2924
2021 Q3	$4.62K	Hold	155	–	–	﹤0.01%	2892
2021 Q2	$4.39K	Hold	155	–	–	﹤0.01%	2881
2021 Q1	$5.03K	Hold	155	–	–	﹤0.01%	2693
2020 Q4	$4.25K	Hold	155	–	–	﹤0.01%	2476
2020 Q3	$3K	Hold	155	–	–	﹤0.01%	2468
2020 Q2	$3.52K	Hold	155	–	–	﹤0.01%	2355
2020 Q1	$2.93K	Hold	155	–	–	﹤0.01%	2269
2019 Q4	$4.87K	Hold	155	–	–	﹤0.01%	2296
2019 Q3	$4.59K	Buy	+155	New	+$4.42K	﹤0.01%	2231

Other funds holding CADE

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Portfolios Advisors's CADE Position: Q3 2022 in Review

American Portfolios Advisors held its Cadence Bank (CADE) position steady in Q3 2022 at 155 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

American Portfolios Advisors first reported a position in CADE in Q3 2019 and has held it in 13 quarters since. The position peaked at $5.03K in Q1 2021. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

American Portfolios Advisors held 155 shares of Cadence Bank worth $3.94K as of Q3 2022.
American Portfolios Advisors left its Cadence Bank share count unchanged in Q3 2022.
Cadence Bank made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2913 holding.
American Portfolios Advisors first reported a position in Cadence Bank in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's Cadence Bank position peaked at $5.03K in Q1 2021.
312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.