CA
CADE

CoreCap Advisors’s Cadence Bank CADE Stock Holding History

CoreCap 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
2022
Q3 		– Sell
-780
Closed -$18K – 753
2022
Q2 		$18K Buy
+780
New +$20.1K ﹤0.01% 1269
2022
Q1 		– Sell
-223
Closed -$7K – 767
2021
Q4 		$7K Buy
+223
New +$6.74K ﹤0.01% 1647

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CoreCap Advisors's CADE Position: Q3 2022 in Review

CoreCap Advisors sold out of Cadence Bank (CADE) in Q3 2022, closing a stake of 780 shares — an estimated $18K sold.

CoreCap Advisors first reported a position in CADE in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

  • CoreCap Advisors reported no remaining Cadence Bank position as of Q3 2022 after selling out during the quarter.
  • CoreCap Advisors sold 780 Cadence Bank shares in Q3 2022, an estimated $18K.
  • CoreCap Advisors first reported a position in Cadence Bank in Q4 2021 and held it in 2 quarters.
  • CoreCap Advisors's Cadence Bank position peaked at $18K in Q2 2022.
  • 312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on CoreCap Advisors's 13F filing for Q3 2022, filed 10 Feb 2023.