FourThought Financial’s Cadence Bank CADE Stock Holding History

FourThought Financial’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 Q3	$152K	Sell	6,000 -2,000	-25%	-$51.4K	0.02%	345
2022 Q2	$188K	Hold	8,000	–	–	0.03%	321
2022 Q1	$234K	Hold	8,000	–	–	0.03%	310
2021 Q4	$238K	Hold	8,000	–	–	0.03%	320
2021 Q3	$238K	Hold	8,000	–	–	0.03%	310
2021 Q2	$226K	Hold	8,000	–	–	0.03%	329
2021 Q1	$259K	Sell	8,000 -4,000	-33%	-$123K	0.04%	311
2020 Q4	$329K	Buy	+12,000	New	+$303K	0.05%	262

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial's CADE Position: Q3 2022 in Review

FourThought Financial reduced its Cadence Bank (CADE) stake by 25% in Q3 2022, selling an estimated $51.4K and leaving 6,000 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #345.

FourThought Financial first reported a position in CADE in Q4 2020 and has held it in 8 quarters since. The position peaked at $329K in Q4 2020. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

FourThought Financial held 6,000 shares of Cadence Bank worth $152K as of Q3 2022.
FourThought Financial sold 2,000 Cadence Bank shares in Q3 2022, an estimated $51.4K.
Cadence Bank made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #345 holding.
FourThought Financial first reported a position in Cadence Bank in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Cadence Bank position peaked at $329K in Q4 2020.
312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.