Capstone Investment Advisors
CADE

Capstone Investment Advisors’s Cadence Bank CADE Stock Holding History

Capstone 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
2024
Q3 		– Sell
-8,689
Closed -$246K – 1939
2024
Q2 		$246K Buy
+8,689
New +$244K ﹤0.01% 1682
2016
Q3 		– Sell
-9,700
Closed -$220K – 751
2016
Q2 		$220K Sell
9,700
-11,086
-53% -$250K ﹤0.01% 613
2016
Q1 		$442K Buy
+20,786
New +$432K 0.01% 441

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

Capstone Investment Advisors's CADE Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Cadence Bank (CADE) in Q3 2024, closing a stake of 8,689 shares — an estimated $246K sold.

Capstone Investment Advisors first reported a position in CADE in Q1 2016 and held it in 3 quarters. The position peaked at $442K in Q1 2016. 327 funds tracked by Wall St. Rank hold CADE as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Cadence Bank position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,689 Cadence Bank shares in Q3 2024, an estimated $246K.
  • Capstone Investment Advisors first reported a position in Cadence Bank in Q1 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's Cadence Bank position peaked at $442K in Q1 2016.
  • 327 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.