CPA
CADE

Capital Performance Advisors’s Cadence Bank CADE Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-64
Closed -$2.04K – 567
2024
Q3 		$2.04K Buy
+64
New +$1.98K ﹤0.01% 1558

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Capital Performance Advisors's CADE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Cadence Bank (CADE) in Q4 2024, closing a stake of 64 shares — an estimated $2.04K sold.

Capital Performance Advisors first reported a position in CADE in Q3 2024 and held it in 1 quarter. The position peaked at $2.04K in Q3 2024. 336 funds tracked by Wall St. Rank hold CADE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Cadence Bank position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 64 Cadence Bank shares in Q4 2024, an estimated $2.04K.
  • Capital Performance Advisors first reported a position in Cadence Bank in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Cadence Bank position peaked at $2.04K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.