Oppenheimer Asset Management’s Cadence Bank CADE Stock Holding History

Oppenheimer Asset 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 Q4	–	Sell	-9,228	Closed	-$294K	–	1158
2024 Q3	$294K	Sell	9,228 -135	-1%	-$4.18K	﹤0.01%	1015
2024 Q2	$265K	Buy	+9,363	New	+$263K	﹤0.01%	1011
2024 Q1	–	Sell	-7,311	Closed	-$216K	–	1117
2023 Q4	$216K	Buy	+7,311	New	+$178K	﹤0.01%	1074
2020 Q2	–	Sell	-5,377	Closed	-$102K	–	1124
2020 Q1	$102K	Sell	5,377 -379	-7%	-$10K	﹤0.01%	1100
2019 Q4	$181K	Buy	+5,756	New	+$178K	﹤0.01%	1080

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

Oppenheimer Asset Management's CADE Position: Q4 2024 in Review

Oppenheimer Asset Management sold out of Cadence Bank (CADE) in Q4 2024, closing a stake of 9,228 shares — an estimated $294K sold.

Oppenheimer Asset Management first reported a position in CADE in Q4 2019 and held it in 5 quarters. The position peaked at $294K in Q3 2024. 336 funds tracked by Wall St. Rank hold CADE as of Q4 2024.

Oppenheimer Asset Management reported no remaining Cadence Bank position as of Q4 2024 after selling out during the quarter.
Oppenheimer Asset Management sold 9,228 Cadence Bank shares in Q4 2024, an estimated $294K.
Oppenheimer Asset Management first reported a position in Cadence Bank in Q4 2019 and held it in 5 quarters.
Oppenheimer Asset Management's Cadence Bank position peaked at $294K in Q3 2024.
336 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2024.

Based on Oppenheimer Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.