CIA
CADE

Capital Investment Advisors’s Cadence Bank CADE Stock Holding History

Capital Investment 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
2022
Q2 		– Sell
-7,530
Closed -$220K – 564
2022
Q1 		$220K Buy
7,530
+10
+0.1% +$312 0.01% 533
2021
Q4 		$224K Buy
+7,520
New +$227K 0.01% 531

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Investment Advisors's CADE Position: Q2 2022 in Review

Capital Investment Advisors sold out of Cadence Bank (CADE) in Q2 2022, closing a stake of 7,530 shares — an estimated $220K sold.

Capital Investment Advisors first reported a position in CADE in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q4 2021. 321 funds tracked by Wall St. Rank hold CADE as of Q2 2022.

  • Capital Investment Advisors reported no remaining Cadence Bank position as of Q2 2022 after selling out during the quarter.
  • Capital Investment Advisors sold 7,530 Cadence Bank shares in Q2 2022, an estimated $220K.
  • Capital Investment Advisors first reported a position in Cadence Bank in Q4 2021 and held it in 2 quarters.
  • Capital Investment Advisors's Cadence Bank position peaked at $224K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2022.

Based on Capital Investment Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.