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

B. Riley 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
2022 Q2	$241	Buy	+10,272	New	+$264K	﹤0.01%	605
2015 Q3	–	Sell	-5,700	Closed	-$146K	–	222
2015 Q2	$146K	Sell	5,700 -500	-8%	-$12.3K	0.12%	220
2015 Q1	$143K	Hold	6,200	–	–	0.11%	230
2014 Q4	$139K	Hold	6,200	–	–	0.11%	212
2014 Q3	$124K	Buy	6,200 +2,800	+82%	+$60.8K	0.09%	261
2014 Q2	$83K	Hold	3,400	–	–	0.05%	382
2014 Q1	$85K	Buy	+3,400	New	+$82.8K	0.06%	340

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's CADE Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Cadence Bank (CADE) in Q2 2022: 10,272 shares worth $241. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in CADE as recently as Q2 2015.

B. Riley Wealth Management first reported a position in CADE in Q1 2014 and has held it in 7 quarters since. The position peaked at $146K in Q2 2015. 321 funds tracked by Wall St. Rank hold CADE as of Q2 2022.

B. Riley Wealth Management held 10,272 shares of Cadence Bank worth $241 as of Q2 2022.
Cadence Bank was a new B. Riley Wealth Management position in Q2 2022.
Cadence Bank made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #605 holding.
B. Riley Wealth Management first reported a position in Cadence Bank in Q1 2014 and has held it in 7 quarters since.
B. Riley Wealth Management's Cadence Bank position peaked at $146K in Q2 2015.
321 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.