Cadence Bank NA’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-759	Closed	-$263K	–	194
2022 Q2	$263K	Buy	759 +72	+10%	+$27.1K	0.09%	174
2022 Q1	$285K	Hold	687	–	–	0.08%	172
2021 Q4	$300K	Sell	687 -1	-0.1%	-$422	0.08%	171
2021 Q3	$271K	Buy	688 +74	+12%	+$30K	0.08%	179
2021 Q2	$242K	Buy	614 +31	+5%	+$11.9K	0.07%	192
2021 Q1	$212K	Sell	583 -2	-0.3%	-$709	0.07%	201
2020 Q4	$201K	Buy	+585	New	+$191K	0.07%	192

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

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

Cadence Bank NA sold out of Vanguard S&P 500 ETF (VOO) in Q3 2022, closing a stake of 759 shares — an estimated $263K sold.

Cadence Bank NA first reported a position in VOO in Q4 2020 and held it in 7 quarters. The position peaked at $300K in Q4 2021. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Cadence Bank NA reported no remaining Vanguard S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 759 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $263K.
Cadence Bank NA first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 7 quarters.
Cadence Bank NA's Vanguard S&P 500 ETF position peaked at $300K in Q4 2021.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

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