CreativeOne Wealth’s Cadence Bank CADE Stock Holding History

CreativeOne Wealth’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	-22,840	Closed	-$536K	–	698
2022 Q2	$536K	Buy	+22,840	New	+$588K	0.03%	396

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

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

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

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

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CreativeOne Wealth's CADE Position: Q3 2022 in Review

CreativeOne Wealth sold out of Cadence Bank (CADE) in Q3 2022, closing a stake of 22,840 shares — an estimated $536K sold.

CreativeOne Wealth first reported a position in CADE in Q2 2022 and held it in 1 quarter. The position peaked at $536K in Q2 2022. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

CreativeOne Wealth reported no remaining Cadence Bank position as of Q3 2022 after selling out during the quarter.
CreativeOne Wealth sold 22,840 Cadence Bank shares in Q3 2022, an estimated $536K.
CreativeOne Wealth first reported a position in Cadence Bank in Q2 2022 and held it in 1 quarter.
CreativeOne Wealth's Cadence Bank position peaked at $536K in Q2 2022.
312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on CreativeOne Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.