Foundation Resource Management’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,213
| Closed | -$337K | – | 52 |
|
|
2023
Q1 | $337K | Hold |
16,213
| – | – | 0.06% | 48 |
|
|
2022
Q4 | $400K | Hold |
16,213
| – | – | 0.07% | 47 |
|
|
2022
Q3 | $412K | Sell |
16,213
-10,000
| -38% | -$257K | 0.08% | 46 |
|
|
2022
Q2 | $615K | Hold |
26,213
| – | – | 0.11% | 43 |
|
|
2022
Q1 | $767K | Hold |
26,213
| – | – | 0.12% | 42 |
|
|
2021
Q4 | $781K | Hold |
26,213
| – | – | 0.15% | 39 |
|
|
2021
Q3 | $781K | Hold |
26,213
| – | – | 0.18% | 40 |
|
|
2021
Q2 | $743K | Sell |
26,213
-200
| -0.8% | -$6.07K | 0.17% | 40 |
|
|
2021
Q1 | $858K | Hold |
26,413
| – | – | 0.2% | 39 |
|
|
2020
Q4 | $725K | Sell |
26,413
-473
| -2% | -$11.9K | 0.19% | 42 |
|
|
2020
Q3 | $521K | Hold |
26,886
| – | – | 0.16% | 43 |
|
|
2020
Q2 | $611K | Hold |
26,886
| – | – | 0.19% | 42 |
|
|
2020
Q1 | $509K | Hold |
26,886
| – | – | 0.18% | 38 |
|
|
2019
Q4 | $844K | Sell |
26,886
-700
| -3% | -$21.6K | 0.19% | 40 |
|
|
2019
Q3 | $817K | Hold |
27,586
| – | – | 0.18% | 40 |
|
|
2019
Q2 | $801K | Hold |
27,586
| – | – | 0.16% | 42 |
|
|
2019
Q1 | $778K | Hold |
27,586
| – | – | 0.16% | 43 |
|
|
2018
Q4 | $721K | Hold |
27,586
| – | – | 0.16% | 41 |
|
|
2018
Q3 | $902K | Hold |
27,586
| – | – | 0.17% | 42 |
|
|
2018
Q2 | $909K | Hold |
27,586
| – | – | 0.18% | 40 |
|
|
2018
Q1 | $877K | Hold |
27,586
| – | – | 0.18% | 41 |
|
|
2017
Q4 | $868K | Sell |
27,586
-14,850
| -35% | -$477K | 0.16% | 45 |
|
|
2017
Q3 | $1.36M | Buy |
42,436
+200
| +0.5% | +$5.98K | 0.23% | 43 |
|
|
2017
Q2 | $1.29M | Hold |
42,236
| – | – | 0.23% | 42 |
|
|
2017
Q1 | $1.28M | Hold |
42,236
| – | – | 0.22% | 40 |
|
|
2016
Q4 | $1.31M | Hold |
42,236
| – | – | 0.22% | 41 |
|
|
2016
Q3 | $980K | Hold |
42,236
| – | – | 0.17% | 44 |
|
|
2016
Q2 | $958K | Hold |
42,236
| – | – | 0.18% | 42 |
|
|
2016
Q1 | $900K | Hold |
42,236
| – | – | 0.18% | 43 |
|
|
2015
Q4 | $1.01M | Hold |
42,236
| – | – | 0.22% | 41 |
|
|
2015
Q3 | $1M | Sell |
42,236
-600
| -1% | -$14.8K | 0.22% | 43 |
|
|
2015
Q2 | $1.1M | Hold |
42,836
| – | – | 0.2% | 45 |
|
|
2015
Q1 | $995K | Hold |
42,836
| – | – | 0.16% | 48 |
|
|
2014
Q4 | $964K | Hold |
42,836
| – | – | 0.14% | 50 |
|
|
2014
Q3 | $863K | Hold |
42,836
| – | – | 0.11% | 49 |
|
|
2014
Q2 | $1.05M | Hold |
42,836
| – | – | 0.13% | 48 |
|
|
2014
Q1 | $1.07M | Sell |
42,836
-400
| -0.9% | -$9.74K | 0.14% | 47 |
|
|
2013
Q4 | $1.1M | Hold |
43,236
| – | – | 0.14% | 47 |
|
|
2013
Q3 | $862K | Hold |
43,236
| – | – | 0.11% | 50 |
|
|
2013
Q2 | $765K | Buy |
+43,236
| New | +$713K | 0.1% | 56 |
|
Other funds holding CADE
SAM
Foundation Resource Management's CADE Position: Q2 2023 in Review
Foundation Resource Management sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 16,213 shares — an estimated $337K sold.
Foundation Resource Management first reported a position in CADE in Q2 2013 and held it in 40 quarters. The position peaked at $1.36M in Q3 2017. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.
- Foundation Resource Management reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
- Foundation Resource Management sold 16,213 Cadence Bank shares in Q2 2023, an estimated $337K.
- Foundation Resource Management first reported a position in Cadence Bank in Q2 2013 and held it in 40 quarters.
- Foundation Resource Management's Cadence Bank position peaked at $1.36M in Q3 2017.
- 265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.
Based on Foundation Resource Management's 13F filing for Q2 2023, filed 12 Jul 2023.