PFGIA
CADE

Patriot Financial Group Insurance Agency’s Cadence Bank CADE Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-24
Closed -$1K – 622
2022
Q2 		$1K Hold
24
– – ﹤0.01% 1867
2022
Q1 		$1K Sell
24
-50
-68% -$1.56K ﹤0.01% 1920
2021
Q4 		$2K Buy
+74
New +$2.23K ﹤0.01% 1917

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CADE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Cadence Bank (CADE) in Q3 2022, closing a stake of 24 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CADE in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Cadence Bank position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 24 Cadence Bank shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Cadence Bank in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Cadence Bank position peaked at $2K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.