MTIC
CADE

Missouri Trust & Investment Company’s Cadence Bank CADE Stock Holding History

Missouri Trust & Investment Company’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
Q3 		– Sell
-2,000
Closed -$56.6K – 401
2024
Q2 		$56.6K Hold
2,000
– – 0.02% 195
2024
Q1 		$58K Hold
2,000
– – 0.02% 197
2023
Q4 		$59.2K Hold
2,000
– – 0.02% 192
2023
Q3 		$42.4K Hold
2,000
– – 0.02% 195
2023
Q2 		$39.3K Hold
2,000
– – 0.02% 213
2023
Q1 		$41.5K Hold
2,000
– – 0.03% 182
2022
Q4 		$49K Hold
2,000
– – 0.03% 177
2022
Q3 		$51K Hold
2,000
– – 0.03% 171
2022
Q2 		$47K Buy
+2,000
New +$51.5K 0.03% 181
2022
Q1 		– Sell
-2,000
Closed -$60K – 361
2021
Q4 		$60K Buy
+2,000
New +$60.4K 0.03% 179

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Missouri Trust & Investment Company's CADE Position: Q3 2024 in Review

Missouri Trust & Investment Company sold out of Cadence Bank (CADE) in Q3 2024, closing a stake of 2,000 shares — an estimated $56.6K sold.

Missouri Trust & Investment Company first reported a position in CADE in Q4 2021 and held it in 10 quarters. The position peaked at $60K in Q4 2021. 327 funds tracked by Wall St. Rank hold CADE as of Q3 2024.

  • Missouri Trust & Investment Company reported no remaining Cadence Bank position as of Q3 2024 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 2,000 Cadence Bank shares in Q3 2024, an estimated $56.6K.
  • Missouri Trust & Investment Company first reported a position in Cadence Bank in Q4 2021 and held it in 10 quarters.
  • Missouri Trust & Investment Company's Cadence Bank position peaked at $60K in Q4 2021.
  • 327 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2024.

Based on Missouri Trust & Investment Company's 13F filing for Q3 2024, filed 5 Nov 2024.