IFG Advisory’s Cadence Bank CADE Stock Holding History

IFG Advisory’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 Q1	–	Sell	-13,821	Closed	-$411K	–	496
2021 Q4	$411K	Buy	13,821 +3,808	+38%	+$115K	0.04%	340
2021 Q3	$298K	Buy	10,013 +221	+2%	+$6.16K	0.03%	399
2021 Q2	$277K	Buy	+9,792	New	+$297K	0.03%	405

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

IFG Advisory's CADE Position: Q1 2022 in Review

IFG Advisory sold out of Cadence Bank (CADE) in Q1 2022, closing a stake of 13,821 shares — an estimated $411K sold.

IFG Advisory first reported a position in CADE in Q2 2021 and held it in 3 quarters. The position peaked at $411K in Q4 2021. 312 funds tracked by Wall St. Rank hold CADE as of Q1 2022.

IFG Advisory reported no remaining Cadence Bank position as of Q1 2022 after selling out during the quarter.
IFG Advisory sold 13,821 Cadence Bank shares in Q1 2022, an estimated $411K.
IFG Advisory first reported a position in Cadence Bank in Q2 2021 and held it in 3 quarters.
IFG Advisory's Cadence Bank position peaked at $411K in Q4 2021.
312 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2022.

Based on IFG Advisory's 13F filing for Q1 2022, filed 4 May 2022.