Cassady Schiller Wealth Management’s Cadence Bank CADE Stock Holding History

Cassady Schiller Wealth Management’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	$1.27K	Buy	+37	New	+$1.3K	﹤0.01%	716

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cassady Schiller Wealth Management's CADE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Cadence Bank (CADE) in Q4 2024: 37 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #716 among its holdings.

336 funds tracked by Wall St. Rank hold CADE as of Q4 2024.

Cassady Schiller Wealth Management held 37 shares of Cadence Bank worth $1.27K as of Q4 2024.
Cadence Bank was a new Cassady Schiller Wealth Management position in Q4 2024.
Cadence Bank made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #716 holding.
336 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.