CFCI
CADE

Comprehensive Financial Consultants Institutional’s Cadence Bank CADE Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q4 		– Sell
-7,389
Closed -$210K – 160
2022
Q3 		$210K Buy
+7,389
New +$190K 0.14% 150
2022
Q2 		– Sell
-8,144
Closed -$208K – 152
2022
Q1 		$208K Sell
8,144
-96
-1% -$3K 0.14% 152
2021
Q4 		$256K Buy
+8,240
New +$249K 0.16% 135

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's CADE Position: Q4 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Cadence Bank (CADE) in Q4 2022, closing a stake of 7,389 shares — an estimated $210K sold.

Comprehensive Financial Consultants Institutional first reported a position in CADE in Q4 2021 and held it in 3 quarters. The position peaked at $256K in Q4 2021. 310 funds tracked by Wall St. Rank hold CADE as of Q4 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Cadence Bank position as of Q4 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 7,389 Cadence Bank shares in Q4 2022, an estimated $210K.
  • Comprehensive Financial Consultants Institutional first reported a position in Cadence Bank in Q4 2021 and held it in 3 quarters.
  • Comprehensive Financial Consultants Institutional's Cadence Bank position peaked at $256K in Q4 2021.
  • 310 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2022, filed 30 Jan 2023.