AWM
CADE

Avior Wealth Management’s Cadence Bank CADE Stock Holding History

Avior Wealth 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
2024
Q2 		– Sell
-37
Closed -$1.07K – 2488
2024
Q1 		$1.07K Buy
+37
New +$1.03K ﹤0.01% 2389
2023
Q3 		– Sell
-7,829
Closed -$154K – 1603
2023
Q2 		$154K Hold
7,829
– – 0.01% 573
2023
Q1 		$163K Hold
7,829
– – 0.01% 562
2022
Q4 		$193K Hold
7,829
– – 0.01% 470
2022
Q3 		$198K Buy
+7,829
New +$201K 0.02% 452

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Avior Wealth Management's CADE Position: Q2 2024 in Review

Avior Wealth Management sold out of Cadence Bank (CADE) in Q2 2024, closing a stake of 37 shares — an estimated $1.07K sold.

Avior Wealth Management first reported a position in CADE in Q3 2022 and held it in 5 quarters. The position peaked at $198K in Q3 2022. 295 funds tracked by Wall St. Rank hold CADE as of Q2 2024.

  • Avior Wealth Management reported no remaining Cadence Bank position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 37 Cadence Bank shares in Q2 2024, an estimated $1.07K.
  • Avior Wealth Management first reported a position in Cadence Bank in Q3 2022 and held it in 5 quarters.
  • Avior Wealth Management's Cadence Bank position peaked at $198K in Q3 2022.
  • 295 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.