FPFS
CADE

First Personal Financial Services’s Cadence Bank CADE Stock Holding History

First Personal Financial 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
2022
Q2 		– Sell
-760
Closed -$22K – 330
2022
Q1 		$22K Buy
+760
New +$23.7K 0.01% 239

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Personal Financial Services's CADE Position: Q2 2022 in Review

First Personal Financial Services sold out of Cadence Bank (CADE) in Q2 2022, closing a stake of 760 shares — an estimated $22K sold.

First Personal Financial Services first reported a position in CADE in Q1 2022 and held it in 1 quarter. The position peaked at $22K in Q1 2022. 321 funds tracked by Wall St. Rank hold CADE as of Q2 2022.

  • First Personal Financial Services reported no remaining Cadence Bank position as of Q2 2022 after selling out during the quarter.
  • First Personal Financial Services sold 760 Cadence Bank shares in Q2 2022, an estimated $22K.
  • First Personal Financial Services first reported a position in Cadence Bank in Q1 2022 and held it in 1 quarter.
  • First Personal Financial Services's Cadence Bank position peaked at $22K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2022.

Based on First Personal Financial Services's 13F filing for Q2 2022, filed 25 Jul 2022.