BCMLT
CADE

Beacon Capital Management LLC (Tennessee)’s Cadence Bank CADE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-625
Closed -$18K – 888
2022
Q2 		$18K Hold
625
– – ﹤0.01% 417
2022
Q1 		$18K Buy
+625
New +$19.5K ﹤0.01% 417

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s CADE Position: Q3 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of Cadence Bank (CADE) in Q3 2022, closing a stake of 625 shares — an estimated $18K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CADE in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Cadence Bank position as of Q3 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 625 Cadence Bank shares in Q3 2022, an estimated $18K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Cadence Bank in Q1 2022 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Cadence Bank position peaked at $18K in Q2 2022.
  • 312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2022, filed 5 Oct 2022.