ACM
CADE

AUA Capital Management’s Cadence Bank CADE Stock Holding History

AUA Capital Management’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
2023
Q1 		– Sell
-120
Closed -$2.96K – 122
2022
Q4 		$2.96K Buy
120
+13
+12% +$349 ﹤0.01% 229
2022
Q3 		$3K Hold
107
– – ﹤0.01% 224
2022
Q2 		$3K Buy
107
+13
+14% +$335 ﹤0.01% 233
2022
Q1 		$3K Sell
94
-6
-6% -$187 ﹤0.01% 235
2021
Q4 		$3K Sell
100
-15
-13% -$453 ﹤0.01% 225
2021
Q3 		$3K Sell
115
-6
-5% -$167 ﹤0.01% 229
2021
Q2 		$3K Buy
121
+14
+13% +$425 ﹤0.01% 228
2021
Q1 		$3K Buy
107
+31
+41% +$956 ﹤0.01% 241
2020
Q4 		$2K Buy
76
+11
+17% +$278 ﹤0.01% 252
2020
Q3 		$1K Buy
+65
New +$1.39K ﹤0.01% 272

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AUA Capital Management's CADE Position: Q1 2023 in Review

AUA Capital Management sold out of Cadence Bank (CADE) in Q1 2023, closing a stake of 120 shares — an estimated $2.96K sold.

AUA Capital Management first reported a position in CADE in Q3 2020 and held it in 10 quarters. The position peaked at $3K in Q3 2022. 286 funds tracked by Wall St. Rank hold CADE as of Q1 2023.

  • AUA Capital Management reported no remaining Cadence Bank position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 120 Cadence Bank shares in Q1 2023, an estimated $2.96K.
  • AUA Capital Management first reported a position in Cadence Bank in Q3 2020 and held it in 10 quarters.
  • AUA Capital Management's Cadence Bank position peaked at $3K in Q3 2022.
  • 286 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.