EI
CADE

Ellevest Inc’s Cadence Bank CADE Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-19
Closed -$394 – 559
2023
Q1 		$394 Sell
19
-161
-89% -$4K ﹤0.01% 1701
2022
Q4 		$4.44K Hold
180
– – ﹤0.01% 1212
2022
Q3 		$5K Buy
+180
New +$4.62K ﹤0.01% 1162

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ellevest Inc's CADE Position: Q2 2023 in Review

Ellevest Inc sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 19 shares — an estimated $394 sold.

Ellevest Inc first reported a position in CADE in Q3 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

  • Ellevest Inc reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 19 Cadence Bank shares in Q2 2023, an estimated $394.
  • Ellevest Inc first reported a position in Cadence Bank in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's Cadence Bank position peaked at $5K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.