MOS
CADE

MGO One Seven’s Cadence Bank CADE Stock Holding History

MGO One Seven’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
Q3 		– Sell
-16,432
Closed -$323K – 842
2023
Q2 		$323K Buy
16,432
+402
+3% +$7.93K 0.03% 571
2023
Q1 		$333K Sell
16,030
-1,017
-6% -$25.3K 0.02% 633
2022
Q4 		$420K Buy
17,047
+999
+6% +$26.8K 0.04% 450
2022
Q3 		$407 Buy
16,048
+5,058
+46% +$130K 0.02% 442
2022
Q2 		$258K Buy
+10,990
New +$283K 0.04% 505

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

MGO One Seven's CADE Position: Q3 2023 in Review

MGO One Seven sold out of Cadence Bank (CADE) in Q3 2023, closing a stake of 16,432 shares — an estimated $323K sold.

MGO One Seven first reported a position in CADE in Q2 2022 and held it in 5 quarters. The position peaked at $420K in Q4 2022. 255 funds tracked by Wall St. Rank hold CADE as of Q3 2023.

  • MGO One Seven reported no remaining Cadence Bank position as of Q3 2023 after selling out during the quarter.
  • MGO One Seven sold 16,432 Cadence Bank shares in Q3 2023, an estimated $323K.
  • MGO One Seven first reported a position in Cadence Bank in Q2 2022 and held it in 5 quarters.
  • MGO One Seven's Cadence Bank position peaked at $420K in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2023.

Based on MGO One Seven's 13F filing for Q3 2023, filed 3 Nov 2023.