NPI
CADE

New Perspectives Inc’s Cadence Bank CADE Stock Holding History

New Perspectives Inc’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
-7,184
Closed -$203K – 38
2024
Q2 		$203K Hold
7,184
– – 0.11% 31
2024
Q1 		$208K Buy
+7,184
New +$200K 0.12% 29
2022
Q2 		– Sell
-7,184
Closed -$210K – 24
2022
Q1 		$210K Hold
7,184
– – 0.15% 23
2021
Q4 		$214K Buy
+7,184
New +$217K 0.15% 23

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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 $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

New Perspectives Inc's CADE Position: Q3 2024 in Review

New Perspectives Inc sold out of Cadence Bank (CADE) in Q3 2024, closing a stake of 7,184 shares — an estimated $203K sold.

New Perspectives Inc first reported a position in CADE in Q4 2021 and held it in 4 quarters. The position peaked at $214K in Q4 2021. 327 funds tracked by Wall St. Rank hold CADE as of Q3 2024.

  • New Perspectives Inc reported no remaining Cadence Bank position as of Q3 2024 after selling out during the quarter.
  • New Perspectives Inc sold 7,184 Cadence Bank shares in Q3 2024, an estimated $203K.
  • New Perspectives Inc first reported a position in Cadence Bank in Q4 2021 and held it in 4 quarters.
  • New Perspectives Inc's Cadence Bank position peaked at $214K in Q4 2021.
  • 327 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2024.

Based on New Perspectives Inc's 13F filing for Q3 2024, filed 18 Oct 2024.