DA
CADE

Duality Advisers’s Cadence Bank CADE Stock Holding History

Duality Advisers’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
-31,094
Closed -$730K – 553
2022
Q2 		$730K Buy
+31,094
New +$800K 0.07% 413
2020
Q1 		– Sell
-14,750
Closed -$463K – 46
2019
Q4 		$463K Buy
+14,750
New +$455K 0.03% 329

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

Duality Advisers's CADE Position: Q3 2022 in Review

Duality Advisers sold out of Cadence Bank (CADE) in Q3 2022, closing a stake of 31,094 shares — an estimated $730K sold.

Duality Advisers first reported a position in CADE in Q4 2019 and held it in 2 quarters. The position peaked at $730K in Q2 2022. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

  • Duality Advisers reported no remaining Cadence Bank position as of Q3 2022 after selling out during the quarter.
  • Duality Advisers sold 31,094 Cadence Bank shares in Q3 2022, an estimated $730K.
  • Duality Advisers first reported a position in Cadence Bank in Q4 2019 and held it in 2 quarters.
  • Duality Advisers's Cadence Bank position peaked at $730K in Q2 2022.
  • 312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on Duality Advisers's 13F filing for Q3 2022, filed 3 Nov 2022.