Kings Point Capital Management’s Cadence Bank CADE Stock Holding History

Kings Point Capital 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
2022 Q1	$29K	Hold	1,000	–	–	﹤0.01%	419
2021 Q4	$30K	Buy	+1,000	New	+$30.2K	﹤0.01%	466
2019 Q2	–	Sell	-183,176	Closed	-$5.17M	–	429
2019 Q1	$5.17M	Sell	183,176 -25,326	-12%	-$752K	1.03%	42
2018 Q4	$5.45M	Buy	208,502 +92,160	+79%	+$2.68M	1.22%	33
2018 Q3	$3.8M	Hold	116,342	–	–	0.71%	53
2018 Q2	$3.83M	Sell	116,342 -90,582	-44%	-$3.03M	0.76%	52
2018 Q1	$6.58M	Buy	+206,924	New	+$6.81M	1.33%	29

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

Kings Point Capital Management's CADE Position: Q1 2022 in Review

Kings Point Capital Management held its Cadence Bank (CADE) position steady in Q1 2022 at 1,000 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Kings Point Capital Management first reported a position in CADE in Q1 2018 and has held it in 7 quarters since. The position peaked at $6.58M in Q1 2018. 312 funds tracked by Wall St. Rank hold CADE as of Q1 2022.

Kings Point Capital Management held 1,000 shares of Cadence Bank worth $29K as of Q1 2022.
Kings Point Capital Management left its Cadence Bank share count unchanged in Q1 2022.
Cadence Bank made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #419 holding.
Kings Point Capital Management first reported a position in Cadence Bank in Q1 2018 and has held it in 7 quarters since.
Kings Point Capital Management's Cadence Bank position peaked at $6.58M in Q1 2018.
312 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.