Claris Advisors’s Cadence Bank CADE Stock Holding History

Claris 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	-11	Closed	-$350	–	236
2024 Q3	$350	Buy	+11	New	+$341	﹤0.01%	778

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

Claris Advisors's CADE Position: Q4 2024 in Review

Claris Advisors sold out of Cadence Bank (CADE) in Q4 2024, closing a stake of 11 shares — an estimated $350 sold.

Claris Advisors first reported a position in CADE in Q3 2024 and held it in 1 quarter. The position peaked at $350 in Q3 2024. 336 funds tracked by Wall St. Rank hold CADE as of Q4 2024.

Claris Advisors reported no remaining Cadence Bank position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 11 Cadence Bank shares in Q4 2024, an estimated $350.
Claris Advisors first reported a position in Cadence Bank in Q3 2024 and held it in 1 quarter.
Claris Advisors's Cadence Bank position peaked at $350 in Q3 2024.
336 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.