BRWA
CADE

B. Riley Wealth Advisors’s Cadence Bank CADE Stock Holding History

B. Riley Wealth 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
2023
Q2 		– Sell
-10,403
Closed -$218K – 1550
2023
Q1 		$218K Buy
10,403
+39
+0.4% +$970 0.01% 1247
2022
Q4 		$258K Sell
10,364
-90
-0.9% -$2.42K 0.01% 1118
2022
Q3 		$266K Buy
+10,454
New +$268K 0.01% 1077

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

B. Riley Wealth Advisors's CADE Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 10,403 shares — an estimated $218K sold.

B. Riley Wealth Advisors first reported a position in CADE in Q3 2022 and held it in 3 quarters. The position peaked at $266K in Q3 2022. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,403 Cadence Bank shares in Q2 2023, an estimated $218K.
  • B. Riley Wealth Advisors first reported a position in Cadence Bank in Q3 2022 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Cadence Bank position peaked at $266K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.