Financial Gravity Asset Management’s Cadence Bank CADE Stock Holding History

Financial Gravity Asset Management’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 Q1	–	Sell	-25	Closed	-$490	–	1206
2022 Q4	$490	Buy	+25	New	+$671	﹤0.01%	810
2018 Q3	–	Sell	-55	Closed	-$2K	–	1402
2018 Q2	$2K	Sell	55 -11	-17%	-$368	﹤0.01%	959
2018 Q1	$2K	Buy	+66	New	+$2.17K	﹤0.01%	927

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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 San Mateo, California $29.7B AUM 43.33% 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

Financial Gravity Asset Management's CADE Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Cadence Bank (CADE) in Q1 2023, closing a stake of 25 shares — an estimated $490 sold.

Financial Gravity Asset Management first reported a position in CADE in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 286 funds tracked by Wall St. Rank hold CADE as of Q1 2023.

Financial Gravity Asset Management reported no remaining Cadence Bank position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 25 Cadence Bank shares in Q1 2023, an estimated $490.
Financial Gravity Asset Management first reported a position in Cadence Bank in Q1 2018 and held it in 3 quarters.
Financial Gravity Asset Management's Cadence Bank position peaked at $2K in Q2 2018.
286 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.