BAM
CADE

Belpointe Asset Management’s Cadence Bank CADE Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-234
Closed -$4.86K – 986
2023
Q1 		$4.86K Buy
234
+90
+63% +$2.24K ﹤0.01% 3027
2022
Q4 		$3.55K Buy
+144
New +$3.86K ﹤0.01% 3052

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

Belpointe Asset Management's CADE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 234 shares — an estimated $4.86K sold.

Belpointe Asset Management first reported a position in CADE in Q4 2022 and held it in 2 quarters. The position peaked at $4.86K in Q1 2023. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

  • Belpointe Asset Management reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 234 Cadence Bank shares in Q2 2023, an estimated $4.86K.
  • Belpointe Asset Management first reported a position in Cadence Bank in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Cadence Bank position peaked at $4.86K in Q1 2023.
  • 265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.