J.W. Cole Advisors’s Cadence Bank CADE Stock Holding History

J.W. Cole Advisors’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
2023 Q2	–	Sell	-28,438	Closed	-$590K	–	768
2023 Q1	$590K	Hold	28,438	–	–	0.04%	409
2022 Q4	$701K	Hold	28,438	–	–	0.05%	336
2022 Q3	$723K	Hold	28,438	–	–	0.06%	320
2022 Q2	$668K	Hold	28,438	–	–	0.05%	338
2022 Q1	$832K	Sell	28,438 -1,042	-4%	-$32.5K	0.06%	320
2021 Q4	$878K	Buy	+29,480	New	+$890K	0.06%	324

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

J.W. Cole Advisors's CADE Position: Q2 2023 in Review

J.W. Cole Advisors sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 28,438 shares — an estimated $590K sold.

J.W. Cole Advisors first reported a position in CADE in Q4 2021 and held it in 6 quarters. The position peaked at $878K in Q4 2021. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

J.W. Cole Advisors reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
J.W. Cole Advisors sold 28,438 Cadence Bank shares in Q2 2023, an estimated $590K.
J.W. Cole Advisors first reported a position in Cadence Bank in Q4 2021 and held it in 6 quarters.
J.W. Cole Advisors's Cadence Bank position peaked at $878K in Q4 2021.
265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on J.W. Cole Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.