Avantax Planning Partners’s Cadence Bank CADE Stock Holding History

Avantax Planning 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
2025 Q1	–	Sell	-7,913	Closed	-$273K	–	435
2024 Q4	$273K	Hold	7,913	–	–	0.01%	351
2024 Q3	$252K	Hold	7,913	–	–	0.01%	366
2024 Q2	$224K	Hold	7,913	–	–	0.01%	420
2024 Q1	$229K	Hold	7,913	–	–	0.01%	417
2023 Q4	$234K	Buy	+7,913	New	+$193K	0.01%	334
2023 Q3	–	Sell	-14,452	Closed	-$284K	–	365
2023 Q2	$284K	Hold	14,452	–	–	0.01%	301
2023 Q1	$300K	Hold	14,452	–	–	0.01%	292
2022 Q4	$356K	Hold	14,452	–	–	0.01%	273
2022 Q3	$367K	Sell	14,452 -7,592	-34%	-$195K	0.02%	256
2022 Q2	$518K	Hold	22,044	–	–	0.02%	214
2022 Q1	$645K	Buy	+22,044	New	+$688K	0.03%	202
2018 Q2	–	Sell	-18	Closed	-$1K	–	419
2018 Q1	$1K	Buy	+18	New	+$592	﹤0.01%	1679

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

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

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

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

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

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

SAM

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Avantax Planning Partners's CADE Position: Q1 2025 in Review

Avantax Planning Partners sold out of Cadence Bank (CADE) in Q1 2025, closing a stake of 7,913 shares — an estimated $273K sold.

Avantax Planning Partners first reported a position in CADE in Q1 2018 and held it in 12 quarters. The position peaked at $645K in Q1 2022. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

Avantax Planning Partners reported no remaining Cadence Bank position as of Q1 2025 after selling out during the quarter.
Avantax Planning Partners sold 7,913 Cadence Bank shares in Q1 2025, an estimated $273K.
Avantax Planning Partners first reported a position in Cadence Bank in Q1 2018 and held it in 12 quarters.
Avantax Planning Partners's Cadence Bank position peaked at $645K in Q1 2022.
352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.