Cambridge Investment Research Advisors’s Cadence Bank CADE Stock Holding History

Cambridge Investment Research Advisors’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	-9,807	Closed	-$204K	–	3186
2023 Q1	$204K	Sell	9,807 -12,607	-56%	-$314K	﹤0.01%	2813
2022 Q4	$553K	Buy	22,414 +7,597	+51%	+$204K	﹤0.01%	1932
2022 Q3	$377K	Sell	14,817 -374	-2%	-$9.6K	﹤0.01%	2169
2022 Q2	$357K	Sell	15,191 -7,292	-32%	-$188K	﹤0.01%	2222
2022 Q1	$658K	Sell	22,483 -323	-1%	-$10.1K	﹤0.01%	1884
2021 Q4	$679K	Buy	22,806 +188	+0.8%	+$5.68K	﹤0.01%	1858
2021 Q3	$674K	Buy	22,618 +7,113	+46%	+$198K	﹤0.01%	1816
2021 Q2	$439K	Buy	+15,505	New	+$470K	﹤0.01%	2154

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

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

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

Cambridge Investment Research Advisors's CADE Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 9,807 shares — an estimated $204K sold.

Cambridge Investment Research Advisors first reported a position in CADE in Q2 2021 and held it in 8 quarters. The position peaked at $679K in Q4 2021. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

Cambridge Investment Research Advisors reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 9,807 Cadence Bank shares in Q2 2023, an estimated $204K.
Cambridge Investment Research Advisors first reported a position in Cadence Bank in Q2 2021 and held it in 8 quarters.
Cambridge Investment Research Advisors's Cadence Bank position peaked at $679K in Q4 2021.
265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.