First Command Advisory Services’s Cadence Bank CADE Stock Holding History

First Command Advisory Services’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 Q4	–	Sell	-9	Closed	-$191	–	476
2023 Q3	$191	Buy	+9	New	+$203	﹤0.01%	459

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

First Command Advisory Services's CADE Position: Q4 2023 in Review

First Command Advisory Services sold out of Cadence Bank (CADE) in Q4 2023, closing a stake of 9 shares — an estimated $191 sold.

First Command Advisory Services first reported a position in CADE in Q3 2023 and held it in 1 quarter. The position peaked at $191 in Q3 2023. 287 funds tracked by Wall St. Rank hold CADE as of Q4 2023.

First Command Advisory Services reported no remaining Cadence Bank position as of Q4 2023 after selling out during the quarter.
First Command Advisory Services sold 9 Cadence Bank shares in Q4 2023, an estimated $191.
First Command Advisory Services first reported a position in Cadence Bank in Q3 2023 and held it in 1 quarter.
First Command Advisory Services's Cadence Bank position peaked at $191 in Q3 2023.
287 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2023.

Based on First Command Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.