ATPW
CADE

Ashton Thomas Private Wealth’s Cadence Bank CADE Stock Holding History

Ashton Thomas Private Wealth’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 		– Sell
-27,523
Closed -$805K – 453
2022
Q1 		$805K Sell
27,523
-414
-1% -$12.9K 0.07% 283
2021
Q4 		$832K Buy
27,937
+15,868
+131% +$479K 0.08% 272
2021
Q3 		$359K Buy
+12,069
New +$337K 0.05% 284

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

Ashton Thomas Private Wealth's CADE Position: Q2 2022 in Review

Ashton Thomas Private Wealth sold out of Cadence Bank (CADE) in Q2 2022, closing a stake of 27,523 shares — an estimated $805K sold.

Ashton Thomas Private Wealth first reported a position in CADE in Q3 2021 and held it in 3 quarters. The position peaked at $832K in Q4 2021. 321 funds tracked by Wall St. Rank hold CADE as of Q2 2022.

  • Ashton Thomas Private Wealth reported no remaining Cadence Bank position as of Q2 2022 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 27,523 Cadence Bank shares in Q2 2022, an estimated $805K.
  • Ashton Thomas Private Wealth first reported a position in Cadence Bank in Q3 2021 and held it in 3 quarters.
  • Ashton Thomas Private Wealth's Cadence Bank position peaked at $832K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2022.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2022, filed 22 Apr 2024.