Firethorn Wealth Partners’s Cadence Bank CADE Stock Holding History

Firethorn Wealth Partners’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
2024 Q3	–	Sell	-11,542	Closed	-$326K	–	155
2024 Q2	$326K	Buy	11,542 +54	+0.5%	+$1.52K	0.18%	104
2024 Q1	$333K	Buy	11,488 +49	+0.4%	+$1.36K	0.2%	102
2023 Q4	$338K	Sell	11,439 -5,156	-31%	-$126K	0.22%	89
2023 Q3	$352K	Buy	16,595 +5,296	+47%	+$119K	0.27%	71
2023 Q2	$222K	Hold	11,299	–	–	0.17%	102
2023 Q1	$224K	Sell	11,299 -1,762	-13%	-$43.8K	0.17%	102
2022 Q4	$322K	Buy	13,061 +67	+0.5%	+$1.8K	0.27%	79
2022 Q3	$330K	Sell	12,994 -422	-3%	-$10.8K	0.31%	78
2022 Q2	$351K	Buy	13,416 +135	+1%	+$3.48K	0.28%	76
2022 Q1	$389K	Sell	13,281 -222	-2%	-$6.92K	0.29%	74
2021 Q4	$402K	Buy	+13,503	New	+$408K	0.3%	77

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Firethorn Wealth Partners's CADE Position: Q3 2024 in Review

Firethorn Wealth Partners sold out of Cadence Bank (CADE) in Q3 2024, closing a stake of 11,542 shares — an estimated $326K sold.

Firethorn Wealth Partners first reported a position in CADE in Q4 2021 and held it in 11 quarters. The position peaked at $402K in Q4 2021. 327 funds tracked by Wall St. Rank hold CADE as of Q3 2024.

Firethorn Wealth Partners reported no remaining Cadence Bank position as of Q3 2024 after selling out during the quarter.
Firethorn Wealth Partners sold 11,542 Cadence Bank shares in Q3 2024, an estimated $326K.
Firethorn Wealth Partners first reported a position in Cadence Bank in Q4 2021 and held it in 11 quarters.
Firethorn Wealth Partners's Cadence Bank position peaked at $402K in Q4 2021.
327 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2024.

Based on Firethorn Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.