CFM
CADE

Catalyst Funds Management’s Cadence Bank CADE Stock Holding History

Catalyst Funds 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 		– Sell
-1,800
Closed -$57.3K – 464
2024
Q3 		$57.3K Sell
1,800
-400
-18% -$12.4K 0.01% 738
2024
Q2 		$62.2K Buy
+2,200
New +$61.9K 0.02% 378

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

Catalyst Funds Management's CADE Position: Q4 2024 in Review

Catalyst Funds Management sold out of Cadence Bank (CADE) in Q4 2024, closing a stake of 1,800 shares — an estimated $57.3K sold.

Catalyst Funds Management first reported a position in CADE in Q2 2024 and held it in 2 quarters. The position peaked at $62.2K in Q2 2024. 336 funds tracked by Wall St. Rank hold CADE as of Q4 2024.

  • Catalyst Funds Management reported no remaining Cadence Bank position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 1,800 Cadence Bank shares in Q4 2024, an estimated $57.3K.
  • Catalyst Funds Management first reported a position in Cadence Bank in Q2 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Cadence Bank position peaked at $62.2K in Q2 2024.
  • 336 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.