Janiczek Wealth Management’s Cadence Bank CADE Stock Holding History

Janiczek Wealth Management’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	$1.19K	Hold	42	–	–	﹤0.01%	910
2024 Q1	$1.22K	Hold	42	–	–	﹤0.01%	916
2023 Q4	$1.24K	Hold	42	–	–	﹤0.01%	904
2023 Q3	$892	Hold	42	–	–	﹤0.01%	926
2023 Q2	$825	Sell	42 -40	-49%	-$789	﹤0.01%	863
2023 Q1	$1.66K	Hold	82	–	–	﹤0.01%	786
2022 Q4	$2.12K	Hold	82	–	–	﹤0.01%	765
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	747
2022 Q2	$2K	Sell	82 -98	-54%	-$2.52K	﹤0.01%	763
2022 Q1	$5K	Sell	180 -6	-3%	-$187	﹤0.01%	657
2021 Q4	$6K	Sell	186 -41	-18%	-$1.24K	﹤0.01%	656
2021 Q3	$7K	Sell	227 -270	-54%	-$7.53K	﹤0.01%	626
2021 Q2	$14K	Sell	497 -50	-9%	-$1.52K	0.01%	497
2021 Q1	$18K	Buy	547 +111	+25%	+$3.42K	0.01%	418
2020 Q4	$12K	Buy	436 +228	+110%	+$5.76K	0.01%	432
2020 Q3	$4K	Buy	+208	New	+$4.44K	﹤0.01%	371

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

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

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

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

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

Janiczek Wealth Management's CADE Position: Q2 2024 in Review

Janiczek Wealth Management held its Cadence Bank (CADE) position steady in Q2 2024 at 42 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Janiczek Wealth Management first reported a position in CADE in Q3 2020 and has held it in 16 quarters since. The position peaked at $18K in Q1 2021. 295 funds tracked by Wall St. Rank hold CADE as of Q2 2024.

Janiczek Wealth Management held 42 shares of Cadence Bank worth $1.19K as of Q2 2024.
Janiczek Wealth Management left its Cadence Bank share count unchanged in Q2 2024.
Cadence Bank made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #910 holding.
Janiczek Wealth Management first reported a position in Cadence Bank in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Cadence Bank position peaked at $18K in Q1 2021.
295 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.