Cadence Bank NA’s Vanguard Real Estate ETF VNQ Stock Holding History

Cadence Bank NA’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,273	Closed	-$207K	–	192
2022 Q2	$207K	Hold	2,273	–	–	0.07%	196
2022 Q1	$246K	Hold	2,273	–	–	0.07%	192
2021 Q4	$263K	Hold	2,273	–	–	0.07%	183
2021 Q3	$232K	Hold	2,273	–	–	0.07%	195
2021 Q2	$232K	Hold	2,273	–	–	0.07%	198
2021 Q1	$209K	Buy	+2,273	New	+$200K	0.07%	202
2014 Q2	–	Sell	-4,060	Closed	-$286K	–	159
2014 Q1	$286K	Sell	4,060 -100	-2%	-$6.85K	0.17%	106
2013 Q4	$269K	Buy	4,160 +245	+6%	+$16.4K	0.15%	122
2013 Q3	$259K	Sell	3,915 -625	-14%	-$42.5K	0.16%	113
2013 Q2	$312K	Buy	+4,540	New	+$330K	0.17%	102

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cadence Bank NA's VNQ Position: Q3 2022 in Review

Cadence Bank NA sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 2,273 shares — an estimated $207K sold.

Cadence Bank NA first reported a position in VNQ in Q2 2013 and held it in 10 quarters. The position peaked at $312K in Q2 2013. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

Cadence Bank NA reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 2,273 Vanguard Real Estate ETF shares in Q3 2022, an estimated $207K.
Cadence Bank NA first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 10 quarters.
Cadence Bank NA's Vanguard Real Estate ETF position peaked at $312K in Q2 2013.
1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.