Benjamin F. Edwards & Company’s Cadence Bank CADE Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-183	Closed	-$5K	–	1792
2022 Q4	$5K	Hold	183	–	–	﹤0.01%	1556
2022 Q3	$5K	Hold	183	–	–	﹤0.01%	1538
2022 Q2	$4K	Hold	183	–	–	﹤0.01%	1573
2022 Q1	$5K	Hold	183	–	–	﹤0.01%	1510
2021 Q4	$5K	Buy	+183	New	+$5.53K	﹤0.01%	1511
2020 Q2	–	Sell	-100	Closed	-$2K	–	1683
2020 Q1	$2K	Buy	+100	New	+$2.64K	﹤0.01%	1581

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benjamin F. Edwards & Company's CADE Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Cadence Bank (CADE) in Q1 2023, closing a stake of 183 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in CADE in Q1 2020 and held it in 6 quarters. The position peaked at $5K in Q4 2022. 286 funds tracked by Wall St. Rank hold CADE as of Q1 2023.

Benjamin F. Edwards & Company reported no remaining Cadence Bank position as of Q1 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 183 Cadence Bank shares in Q1 2023, an estimated $5K.
Benjamin F. Edwards & Company first reported a position in Cadence Bank in Q1 2020 and held it in 6 quarters.
Benjamin F. Edwards & Company's Cadence Bank position peaked at $5K in Q4 2022.
286 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.