HGERS
CADE

Householder Group Estate & Retirement Specialist’s Cadence Bank CADE Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q2 		– Sell
-1,166
Closed -$33.8K – 1209
2024
Q1 		$33.8K Hold
1,166
– – 0.01% 557
2023
Q4 		$34K Hold
1,166
– – 0.01% 535
2023
Q3 		$24.7K Buy
+1,166
New +$26.3K 0.01% 591
2023
Q1 		$24K Hold
1,166
– – 0.01% 601
2022
Q4 		$28K Hold
1,166
– – 0.04% 149
2022
Q3 		$29K Buy
+1,166
New +$29.9K 0.01% 500

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CADE Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Cadence Bank (CADE) in Q2 2024, closing a stake of 1,166 shares — an estimated $33.8K sold.

Householder Group Estate & Retirement Specialist first reported a position in CADE in Q3 2022 and held it in 6 quarters. The position peaked at $34K in Q4 2023. 295 funds tracked by Wall St. Rank hold CADE as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Cadence Bank position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,166 Cadence Bank shares in Q2 2024, an estimated $33.8K.
  • Householder Group Estate & Retirement Specialist first reported a position in Cadence Bank in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Cadence Bank position peaked at $34K in Q4 2023.
  • 295 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.